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 | $95,266+0.2% | $82,389+15.9% | $142,382-33.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.22% | 25.74%-12.5pp | 28.67%-15.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $5,547 | $2,991+85.5% | $2,517+120.4% | $4,299+29.0% |
| Participant deferral / active EE | $11,719 | $4,809+143.7% | $4,155+182.1% | $6,507+80.1% |
| Admin fee / account holder | $27 | $8,563-99.7% | $7,231-99.6% | $12,624-99.8% |