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 | $103,947 | $81,248+27.9% | $155,509-33.2% | $80,856+28.6% |
| Participation rate | 97.1% | 66.2%+30.8pp | 78.2%+18.9pp | 67.6%+29.4pp |
| Annual return | 12.52% | 33.31%-20.8pp | 64.67%-52.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $6,777 | $3,100+118.6% | $4,672+45.0% | $2,755+146.0% |
| Participant deferral / active EE | $3,613 | $3,452+4.7% | $5,626-35.8% | $4,296-15.9% |
| Admin fee / account holder | $105 | $7,997-98.7% | $15,912-99.3% | $6,918-98.5% |