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 | $56,446 | $63,346-10.9% | $92,233-38.8% | $70,131-19.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.06% | 530.12%-516.1pp | 176.28%-162.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $2,560 | $2,471+3.6% | $3,679-30.4% | $2,342+9.3% |
| Participant deferral / active EE | $6,247 | $2,854+118.9% | $3,897+60.3% | $3,332+87.5% |
| Admin fee / account holder | $212 | $3,840-94.5% | $5,194-95.9% | $4,645-95.4% |