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 | $106,712 | $58,828+81.4% | $77,999+36.8% | $62,891+69.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.51% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,111 | $1,672+26.3% | $2,470-14.6% | $2,281-7.5% |
| Participant deferral / active EE | $4,238 | $2,686+57.8% | $3,497+21.2% | $3,203+32.3% |
| Admin fee / account holder | $91 | $4,393-97.9% | $5,480-98.3% | $4,296-97.9% |