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 | $98,982 | $118,450-16.4% | $98,439+0.6% | $139,434-29.0% |
| Participation rate | 93.3% | 77.4%+15.9pp | 75.2%+18.2pp | 80.3%+13.0pp |
| Annual return | 21.69% | 18.94%+2.7pp | 21.16%+0.5pp | 372.94%-351.3pp |
| Employer contribution / active EE | $4,918 | $3,609+36.3% | $3,048+61.4% | $4,751+3.5% |
| Participant deferral / active EE | $12,286 | $5,392+127.9% | $4,738+159.3% | $6,710+83.1% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |