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 | $119,588 | $183,519-34.8% | $155,509-23.1% | $145,922-18.0% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 9.17% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.1pp |
| Employer contribution / active EE | $9,041 | $5,313+70.2% | $4,672+93.5% | $4,660+94.0% |
| Participant deferral / active EE | $9,377 | $6,462+45.1% | $5,626+66.7% | $6,688+40.2% |
| Admin fee / account holder | $259 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |