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 | $77,042 | $167,307-54.0% | $143,757-46.4% | $134,475-42.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 29.92% | 0.46%+29.5pp | -0.04%+30.0pp | 417.96%-388.0pp |
| Employer contribution / active EE | $10,779 | $5,619+91.8% | $4,951+117.7% | $4,740+127.4% |
| Participant deferral / active EE | $6,050 | $6,446-6.1% | $5,637+7.3% | $6,400-5.5% |
| Admin fee / account holder | $16 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |