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 | $81,069 | $78,422+3.4% | $95,952-15.5% | $79,858+1.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.45% | 19.37%-2.9pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $9,890 | $1,945+408.5% | $2,541+289.2% | $2,471+300.3% |
| Participant deferral / active EE | $4,139 | $3,440+20.3% | $4,167-0.7% | $3,740+10.7% |
| Admin fee / account holder | $67 | $5,622-98.8% | $6,795-99.0% | $5,306-98.7% |