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 | $59,143 | $165,912-64.4% | $122,332-51.7% | $147,584-59.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.98% | 34.55%-22.6pp | 30.27%-18.3pp | 578.55%-566.6pp |
| Employer contribution / active EE | $16,899 | $5,754+193.7% | $4,050+317.2% | $4,876+246.5% |
| Participant deferral / active EE | $16,000 | $4,005+299.5% | $3,287+386.8% | $5,439+194.2% |
| Admin fee / account holder | $161 | $7,424-97.8% | $5,478-97.1% | $10,885-98.5% |