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 | $112,237 | $106,515+5.4% | $96,683+16.1% | $139,434-19.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.89% | 38.43%-24.5pp | 35.69%-21.8pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,505 | $4,103-38.9% | $3,737-33.0% | $4,751-47.3% |
| Participant deferral / active EE | $2,296 | $5,454-57.9% | $4,878-52.9% | $6,710-65.8% |
| Admin fee / account holder | $31 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |