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 | $91,964 | $99,652-7.7% | $78,778+16.7% | $147,584-37.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 20.46% | 47.28%-26.8pp | 35.62%-15.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $8,481 | $2,796+203.4% | $1,986+327.1% | $4,876+73.9% |
| Participant deferral / active EE | $6,031 | $3,664+64.6% | $2,958+103.9% | $5,439+10.9% |
| Admin fee / account holder | $62 | $7,155-99.1% | $5,134-98.8% | $10,885-99.4% |