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 | $73,887 | $103,376-28.5% | $87,100-15.2% | $152,861-51.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.01% | 28.10%-7.1pp | 28.19%-7.2pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,776 | $3,220-13.8% | $2,521+10.1% | $4,762-41.7% |
| Participant deferral / active EE | $6,276 | $4,778+31.4% | $4,049+55.0% | $5,850+7.3% |
| Admin fee / account holder | $143 | $12,205-98.8% | $7,497-98.1% | $11,596-98.8% |