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 | $77,146 | $111,754-31.0% | $103,333-25.3% | $145,922-47.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.66% | 24.77%-15.1pp | 24.88%-15.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $10,752 | $4,212+155.2% | $3,868+178.0% | $4,660+130.7% |
| Participant deferral / active EE | $7,259 | $5,619+29.2% | $5,057+43.5% | $6,688+8.5% |
| Admin fee / account holder | $121 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |