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 | $77,753 | $185,822-58.2% | $169,993-54.3% | $139,434-44.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.79% | 60.50%-40.7pp | 53.37%-33.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $4,011 | $7,590-47.2% | $6,785-40.9% | $4,751-15.6% |
| Participant deferral / active EE | $5,954 | $11,622-48.8% | $10,408-42.8% | $6,710-11.3% |
| Admin fee / account holder | $128 | $15,381-99.2% | $12,815-99.0% | $11,403-98.9% |