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 | $71,498 | $124,281-42.5% | $109,143-34.5% | $167,490-57.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.81% | 26.04%-11.2pp | 25.75%-10.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,773 | $4,207-57.9% | $3,722-52.4% | $4,837-63.4% |
| Participant deferral / active EE | $6,451 | $5,255+22.7% | $4,653+38.6% | $6,341+1.7% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |