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 | $91,724 | $115,770-20.8% | $101,248-9.4% | $158,922-42.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.83% | 56.14%-27.3pp | 46.47%-17.6pp | 302.83%-274.0pp |
| Employer contribution / active EE | $8,579 | $4,175+105.5% | $3,660+134.4% | $4,761+80.2% |
| Participant deferral / active EE | $5,501 | $4,957+11.0% | $4,370+25.9% | $5,982-8.0% |
| Admin fee / account holder | $146 | $7,245-98.0% | $5,945-97.5% | $11,246-98.7% |