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 4-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 | $96,632 | $100,970-4.3% | $96,576+0.1% | $137,256-29.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.97% | 38.16%-17.2pp | 38.47%-17.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,952 | $3,809+3.7% | $3,553+11.2% | $4,156-4.9% |
| Participant deferral / active EE | $9,120 | $8,286+10.1% | $7,956+14.6% | $6,407+42.3% |
| Admin fee / account holder | $150 | $11,312-98.7% | $11,381-98.7% | $12,270-98.8% |