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 | $84,890 | $148,534-42.8% | $135,903-37.5% | $139,434-39.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.48% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,237 | $5,243-38.3% | $4,856-33.3% | $4,751-31.9% |
| Participant deferral / active EE | $17,394 | $8,100+114.7% | $7,758+124.2% | $6,710+159.2% |
| Admin fee / account holder | $126 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |