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 | $229,281 | $111,754+105.2% | $103,333+121.9% | $145,922+57.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 28.98% | 24.77%+4.2pp | 24.88%+4.1pp | 561.29%-532.3pp |
| Employer contribution / active EE | $4,067 | $4,212-3.5% | $3,868+5.1% | $4,660-12.7% |
| Participant deferral / active EE | $19,222 | $5,619+242.1% | $5,057+280.1% | $6,688+187.4% |
| Admin fee / account holder | $38 | $9,750-99.6% | $8,355-99.5% | $13,397-99.7% |