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 | $72,263 | $228,332-68.4% | $185,823-61.1% | $158,922-54.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.43% | 40.80%-17.4pp | 35.95%-12.5pp | 302.83%-279.4pp |
| Employer contribution / active EE | $5,867 | $4,967+18.1% | $4,087+43.5% | $4,761+23.2% |
| Participant deferral / active EE | $12,996 | $6,415+102.6% | $5,632+130.8% | $5,982+117.2% |
| Admin fee / account holder | $18 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |