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 | $70,692 | $98,240-28.0% | $82,313-14.1% | $147,584-52.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 30.09% | 30.85%-0.8pp | 25.88%+4.2pp | 578.55%-548.5pp |
| Employer contribution / active EE | $2,625 | $3,192-17.8% | $2,428+8.1% | $4,876-46.2% |
| Participant deferral / active EE | $4,785 | $4,383+9.2% | $3,706+29.1% | $5,439-12.0% |
| Admin fee / account holder | $25 | $8,563-99.7% | $5,608-99.6% | $10,885-99.8% |