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 | $130,992 | $106,515+23.0% | $96,683+35.5% | $139,434-6.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.62% | 38.43%-18.8pp | 35.69%-16.1pp | 372.94%-353.3pp |
| Employer contribution / active EE | $11,798 | $4,103+187.6% | $3,737+215.7% | $4,751+148.3% |
| Participant deferral / active EE | $3,729 | $5,454-31.6% | $4,878-23.6% | $6,710-44.4% |
| Admin fee / account holder | $220 | $7,877-97.2% | $6,730-96.7% | $11,403-98.1% |