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 | $97,244 | $124,281-21.8% | $109,143-10.9% | $167,490-41.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.33% | 26.04%-11.7pp | 25.75%-11.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $7,346 | $4,207+74.6% | $3,722+97.4% | $4,837+51.9% |
| Participant deferral / active EE | $6,248 | $5,255+18.9% | $4,653+34.3% | $6,341-1.5% |
| Admin fee / account holder | $4 | $7,970-99.9% | $6,752-99.9% | $12,309-100.0% |