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 | $83,386 | $157,256-47.0% | $141,162-40.9% | $152,861-45.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.10% | 64.32%-38.2pp | 71.39%-45.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $3,157 | $5,261-40.0% | $4,735-33.3% | $4,762-33.7% |
| Participant deferral / active EE | $8,225 | $7,109+15.7% | $6,709+22.6% | $5,850+40.6% |
| Admin fee / account holder | $41 | $12,120-99.7% | $10,261-99.6% | $11,596-99.6% |