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 | $88,712 | $102,966-13.8% | $90,281-1.7% | $152,861-42.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.34% | 95.16%-76.8pp | 78.10%-59.8pp | 345.32%-327.0pp |
| Employer contribution / active EE | $3,002 | $3,139-4.3% | $2,854+5.2% | $4,762-37.0% |
| Participant deferral / active EE | $8,745 | $4,281+104.3% | $3,885+125.1% | $5,850+49.5% |
| Admin fee / account holder | $16 | $6,171-99.7% | $5,351-99.7% | $11,596-99.9% |