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 | $145,216 | $117,381+23.7% | $99,443+46.0% | $152,861-5.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 20.21% | 31.87%-11.7pp | 30.72%-10.5pp | 345.32%-325.1pp |
| Employer contribution / active EE | $4,706 | $3,013+56.2% | $2,540+85.3% | $4,762-1.2% |
| Participant deferral / active EE | $18,044 | $4,086+341.6% | $3,619+398.6% | $5,850+208.4% |
| Admin fee / account holder | $25 | $7,631-99.7% | $6,250-99.6% | $11,596-99.8% |