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 | $70,350 | $63,861+10.2% | $104,607-32.7% | $79,858-11.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 17.84% | 21.30%-3.5pp | 340.46%-322.6pp | 31.71%-13.9pp |
| Employer contribution / active EE | $5,494 | $1,588+245.9% | $2,681+104.9% | $2,471+122.3% |
| Participant deferral / active EE | $3,425 | $2,693+27.2% | $3,740-8.4% | $3,740-8.4% |
| Admin fee / account holder | $52 | $4,185-98.8% | $6,473-99.2% | $5,306-99.0% |