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 | $83,719 | $89,355-6.3% | $141,162-40.7% | $72,985+14.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.22% | 111.85%-88.6pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $6,740 | $3,114+116.4% | $4,735+42.4% | $2,440+176.3% |
| Participant deferral / active EE | $13,303 | $5,418+145.5% | $6,709+98.3% | $3,607+268.8% |
| Admin fee / account holder | $40 | $5,958-99.3% | $10,261-99.6% | $5,124-99.2% |