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 | $97,550 | $179,726-45.7% | $156,263-37.6% | $142,382-31.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.79% | 77.86%-66.1pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,028 | $5,069-60.0% | $4,333-53.2% | $4,299-52.8% |
| Participant deferral / active EE | $2,313 | $6,956-66.7% | $6,158-62.4% | $6,507-64.5% |
| Admin fee / account holder | $2 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |