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 | $105,116 | $73,933+42.2% | $96,683+8.7% | $75,163+39.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.19% | 26.70%-12.5pp | 35.69%-21.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $6,478 | $2,928+121.3% | $3,737+73.4% | $2,670+142.6% |
| Participant deferral / active EE | $7,002 | $3,659+91.4% | $4,878+43.5% | $4,125+69.7% |
| Admin fee / account holder | $182 | $5,216-96.5% | $6,730-97.3% | $5,651-96.8% |