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 | $84,524 | $92,798-8.9% | $96,707-12.6% | $137,256-38.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 24.82% | 31.24%-6.4pp | 34.78%-10.0pp | 220.34%-195.5pp |
| Employer contribution / active EE | $6,850 | $4,147+65.2% | $4,191+63.4% | $4,156+64.8% |
| Participant deferral / active EE | $10,708 | $5,877+82.2% | $5,997+78.6% | $6,407+67.1% |
| Admin fee / account holder | $103 | $7,946-98.7% | $7,503-98.6% | $12,270-99.2% |