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 | $67,096 | $124,281-46.0% | $109,143-38.5% | $167,490-59.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.20% | 26.04%-15.8pp | 25.75%-15.5pp | 478.56%-468.4pp |
| Employer contribution / active EE | $10,721 | $4,207+154.8% | $3,722+188.1% | $4,837+121.6% |
| Participant deferral / active EE | $7,517 | $5,255+43.0% | $4,653+61.5% | $6,341+18.5% |
| Admin fee / account holder | $17 | $7,970-99.8% | $6,752-99.7% | $12,309-99.9% |