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 | $112,054 | $116,175-3.5% | $93,606+19.7% | $152,861-26.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 13.44% | 35.96%-22.5pp | 32.76%-19.3pp | 345.32%-331.9pp |
| Employer contribution / active EE | $4,222 | $3,218+31.2% | $2,718+55.3% | $4,762-11.4% |
| Participant deferral / active EE | $4,082 | $4,603-11.3% | $4,069+0.3% | $5,850-30.2% |
| Admin fee / account holder | $142 | $10,748-98.7% | $7,888-98.2% | $11,596-98.8% |