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 | $127,673 | $105,126+21.4% | $94,646+34.9% | $139,434-8.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.36% | 38.03%-18.7pp | 156.71%-137.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,050 | $4,106-25.7% | $3,672-17.0% | $4,751-35.8% |
| Participant deferral / active EE | $7,625 | $7,599+0.3% | $7,418+2.8% | $6,710+13.6% |
| Admin fee / account holder | $25 | $8,984-99.7% | $7,231-99.7% | $11,403-99.8% |