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 | $67,553 | $148,534-54.5% | $135,903-50.3% | $139,434-51.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.69% | 79.19%-61.5pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,549 | $5,243-32.3% | $4,856-26.9% | $4,751-25.3% |
| Participant deferral / active EE | $15,789 | $8,100+94.9% | $7,758+103.5% | $6,710+135.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |