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 | $89,533 | $135,952-34.1% | $123,892-27.7% | $273,961-67.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.47% | 56.63%-46.2pp | 47.52%-37.0pp | 41.45%-31.0pp |
| Employer contribution / active EE | $11,195 | $5,170+116.5% | $4,617+142.5% | $4,869+129.9% |
| Participant deferral / active EE | $7,682 | $6,343+21.1% | $5,984+28.4% | $5,287+45.3% |
| Admin fee / account holder | $24 | $9,817-99.8% | $8,357-99.7% | $10,132-99.8% |