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 | $62,008 | $110,261-43.8% | $95,745-35.2% | $139,434-55.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.06% | 27.11%-9.0pp | 28.35%-10.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,915 | $3,257-10.5% | $2,835+2.9% | $4,751-38.6% |
| Participant deferral / active EE | $16,675 | $4,676+256.6% | $4,245+292.8% | $6,710+148.5% |
| Admin fee / account holder | $275 | $6,613-95.8% | $5,678-95.2% | $11,403-97.6% |