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 | $108,169 | $115,882-6.7% | $100,516+7.6% | $158,922-31.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.69% | 34.79%-20.1pp | 30.89%-16.2pp | 302.83%-288.1pp |
| Employer contribution / active EE | $4,010 | $4,103-2.3% | $3,418+17.3% | $4,761-15.8% |
| Participant deferral / active EE | $3,288 | $6,674-50.7% | $6,270-47.6% | $5,982-45.0% |
| Admin fee / account holder | $224 | $10,995-98.0% | $8,081-97.2% | $11,246-98.0% |