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 | $95,425 | $84,233+13.3% | $170,442-44.0% | $70,131+36.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 22.02% | 23.06%-1.0pp | 205.93%-183.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $5,409 | $3,387+59.7% | $5,433-0.4% | $2,342+130.9% |
| Participant deferral / active EE | $5,109 | $3,086+65.6% | $4,939+3.4% | $3,332+53.3% |
| Admin fee / account holder | $97 | $5,698-98.3% | $13,880-99.3% | $4,645-97.9% |