See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,683 | $209,411-50.5% | $178,490-41.9% | $158,922-34.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.79% | 188.75%-171.0pp | 151.07%-133.3pp | 302.83%-285.0pp |
| Employer contribution / active EE | $9,246 | $5,706+62.0% | $5,011+84.5% | $4,761+94.2% |
| Participant deferral / active EE | $9,763 | $5,954+64.0% | $5,202+87.7% | $5,982+63.2% |
| Admin fee / account holder | $207 | $17,074-98.8% | $13,984-98.5% | $11,246-98.2% |