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 | $90,927 | $232,540-60.9% | $185,117-50.9% | $147,584-38.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 23.93% | 43.03%-19.1pp | 40.50%-16.6pp | 578.55%-554.6pp |
| Employer contribution / active EE | $9,125 | $5,195+75.6% | $4,182+118.2% | $4,876+87.1% |
| Participant deferral / active EE | $2,998 | $5,834-48.6% | $5,045-40.6% | $5,439-44.9% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |