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 | $92,874 | $116,175-20.1% | $93,606-0.8% | $152,861-39.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 25.89% | 35.96%-10.1pp | 32.76%-6.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,991 | $3,218-7.1% | $2,718+10.1% | $4,762-37.2% |
| Participant deferral / active EE | $8,125 | $4,603+76.5% | $4,069+99.7% | $5,850+38.9% |
| Admin fee / account holder | $37 | $10,748-99.7% | $7,888-99.5% | $11,596-99.7% |