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 | $76,489 | $102,828-25.6% | $105,387-27.4% | $152,861-50.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.68% | 20.85%+1.8pp | 26.82%-4.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $3,281 | $4,473-26.6% | $4,213-22.1% | $4,762-31.1% |
| Participant deferral / active EE | $8,322 | $5,465+52.3% | $5,502+51.3% | $5,850+42.3% |
| Admin fee / account holder | $20 | $8,683-99.8% | $6,559-99.7% | $11,596-99.8% |