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 5-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 | $102,947 | $148,534-30.7% | $135,903-24.2% | $139,434-26.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.65% | 79.19%-65.5pp | 68.23%-54.6pp | 372.94%-359.3pp |
| Employer contribution / active EE | $9,810 | $5,243+87.1% | $4,856+102.0% | $4,751+106.5% |
| Participant deferral / active EE | $11,025 | $8,100+36.1% | $7,758+42.1% | $6,710+64.3% |
| Admin fee / account holder | $19 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |