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 | $81,701 | $99,652-18.0% | $78,778+3.7% | $147,584-44.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.26% | 47.28%-32.0pp | 35.62%-20.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,154 | $2,796+12.8% | $1,986+58.9% | $4,876-35.3% |
| Participant deferral / active EE | $8,927 | $3,664+143.7% | $2,958+201.7% | $5,439+64.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |