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 | $95,460 | $87,166+9.5% | $76,735+24.4% | $137,256-30.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.22% | 26.50%-13.3pp | 29.77%-16.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,547 | $2,904+91.0% | $2,454+126.0% | $4,156+33.5% |
| Participant deferral / active EE | $11,719 | $4,726+148.0% | $4,088+186.7% | $6,407+82.9% |
| Admin fee / account holder | $27 | $8,403-99.7% | $7,189-99.6% | $12,270-99.8% |