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 | $72,882 | $154,117-52.7% | $129,995-43.9% | $139,434-47.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.68% | 32.48%-17.8pp | -137.18%+151.9pp | 372.94%-358.3pp |
| Employer contribution / active EE | $4,533 | $5,289-14.3% | $4,320+4.9% | $4,751-4.6% |
| Participant deferral / active EE | $10,370 | $6,710+54.5% | $5,820+78.2% | $6,710+54.5% |
| Admin fee / account holder | $5 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |