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 | $115,374 | $232,540-50.4% | $185,117-37.7% | $147,584-21.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.10% | 43.03%-34.9pp | 40.50%-32.4pp | 578.55%-570.4pp |
| Employer contribution / active EE | $12,033 | $5,195+131.6% | $4,182+187.8% | $4,876+146.8% |
| Participant deferral / active EE | $8,200 | $5,834+40.6% | $5,045+62.5% | $5,439+50.8% |
| Admin fee / account holder | $49 | $10,275-99.5% | $8,159-99.4% | $10,885-99.5% |