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 | $139,043 | $98,750+40.8% | $149,696-7.1% | $79,858+74.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.08% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $3,278 | $3,216+1.9% | $4,644-29.4% | $2,471+32.7% |
| Participant deferral / active EE | $8,112 | $5,680+42.8% | $6,842+18.6% | $3,740+116.9% |
| Admin fee / account holder | $22 | $6,053-99.6% | $9,309-99.8% | $5,306-99.6% |