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 | $94,595 | $165,912-43.0% | $122,332-22.7% | $147,584-35.9% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 18.49% | 34.55%-16.1pp | 30.27%-11.8pp | 578.55%-560.1pp |
| Employer contribution / active EE | $8,295 | $5,754+44.2% | $4,050+104.8% | $4,876+70.1% |
| Participant deferral / active EE | $6,009 | $4,005+50.0% | $3,287+82.8% | $5,439+10.5% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |