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 | $68,218 | $96,484-29.3% | $75,886-10.1% | $152,861-55.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 21.13% | 33.98%-12.9pp | 30.76%-9.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,566 | $3,309-22.5% | $2,500+2.6% | $4,762-46.1% |
| Participant deferral / active EE | $6,243 | $4,553+37.1% | $3,603+73.3% | $5,850+6.7% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |