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 | $100,688 | $148,534-32.2% | $135,903-25.9% | $139,434-27.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.29% | 79.19%-62.9pp | 68.23%-51.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,770 | $5,243-9.0% | $4,856-1.8% | $4,751+0.4% |
| Participant deferral / active EE | $15,238 | $8,100+88.1% | $7,758+96.4% | $6,710+127.1% |
| Admin fee / account holder | $116 | $12,400-99.1% | $10,762-98.9% | $11,403-99.0% |