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 | $67,905 | $99,652-31.9% | $78,778-13.8% | $147,584-54.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.37% | 47.28%-25.9pp | 35.62%-14.3pp | 578.55%-557.2pp |
| Employer contribution / active EE | $7,819 | $2,796+179.7% | $1,986+293.8% | $4,876+60.4% |
| Participant deferral / active EE | $5,275 | $3,664+44.0% | $2,958+78.3% | $5,439-3.0% |
| Admin fee / account holder | $200 | $7,155-97.2% | $5,134-96.1% | $10,885-98.2% |