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 | $95,556 | $97,044-1.5% | $83,333+14.7% | $135,375-29.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.05% | 12.31%-5.3pp | 10.63%-3.6pp | 519.73%-512.7pp |
| Employer contribution / active EE | $4,994 | $4,143+20.5% | $3,379+47.8% | $4,779+4.5% |
| Participant deferral / active EE | $11,876 | $5,964+99.1% | $5,565+113.4% | $5,609+111.7% |
| Admin fee / account holder | $229 | $8,380-97.3% | $7,510-97.0% | $10,827-97.9% |