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 | $114,815 | $80,717+42.2% | $154,803-25.8% | $84,808+35.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.34% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $7,334 | $2,761+165.6% | $4,305+70.3% | $2,631+178.8% |
| Participant deferral / active EE | $4,769 | $3,303+44.4% | $5,540-13.9% | $4,212+13.2% |
| Admin fee / account holder | $16 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |