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 | $64,429 | $98,240-34.4% | $82,313-21.7% | $147,584-56.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.18% | 30.85%-14.7pp | 25.88%-9.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $7,143 | $3,192+123.8% | $2,428+194.2% | $4,876+46.5% |
| Participant deferral / active EE | $8,865 | $4,383+102.2% | $3,706+139.2% | $5,439+63.0% |
| Admin fee / account holder | $288 | $8,563-96.6% | $5,608-94.9% | $10,885-97.4% |