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 | $84,491 | $165,984-49.1% | $164,813-48.7% | $145,922-42.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.18% | 100.03%-90.9pp | 69.93%-60.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $3,329 | $5,273-36.9% | $4,341-23.3% | $4,660-28.6% |
| Participant deferral / active EE | $11,941 | $6,959+71.6% | $6,031+98.0% | $6,688+78.5% |
| Admin fee / account holder | $21 | $16,648-99.9% | $12,690-99.8% | $13,397-99.8% |