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 | $73,166 | $124,281-41.1% | $109,143-33.0% | $167,490-56.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 32.93% | 26.04%+6.9pp | 25.75%+7.2pp | 478.56%-445.6pp |
| Employer contribution / active EE | $9,336 | $4,207+121.9% | $3,722+150.8% | $4,837+93.0% |
| Participant deferral / active EE | $2,578 | $5,255-50.9% | $4,653-44.6% | $6,341-59.3% |
| Admin fee / account holder | $268 | $7,970-96.6% | $6,752-96.0% | $12,309-97.8% |