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 | $84,303 | $148,534-43.2% | $135,903-38.0% | $139,434-39.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.48% | 79.19%-55.7pp | 68.23%-44.8pp | 372.94%-349.5pp |
| Employer contribution / active EE | $7,301 | $5,243+39.2% | $4,856+50.3% | $4,751+53.7% |
| Participant deferral / active EE | $9,177 | $8,100+13.3% | $7,758+18.3% | $6,710+36.8% |
| Admin fee / account holder | $96 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |