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 | $70,346 | $185,822-62.1% | $169,993-58.6% | $139,434-49.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.53% | 60.50%-40.0pp | 53.37%-32.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $8,899 | $7,590+17.2% | $6,785+31.2% | $4,751+87.3% |
| Participant deferral / active EE | $6,640 | $11,622-42.9% | $10,408-36.2% | $6,710-1.0% |
| Admin fee / account holder | $175 | $15,381-98.9% | $12,815-98.6% | $11,403-98.5% |