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 | $90,829 | $115,882-21.6% | $100,516-9.6% | $158,922-42.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.50% | 34.79%-23.3pp | 30.89%-19.4pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,658 | $4,103-35.2% | $3,418-22.2% | $4,761-44.2% |
| Participant deferral / active EE | $6,172 | $6,674-7.5% | $6,270-1.6% | $5,982+3.2% |
| Admin fee / account holder | $16 | $10,995-99.9% | $8,081-99.8% | $11,246-99.9% |