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 | $59,042 | $227,553-74.1% | $189,557-68.9% | $167,490-64.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.83% | 78.40%-62.6pp | 64.17%-48.3pp | 478.56%-462.7pp |
| Employer contribution / active EE | $8,645 | $5,316+62.6% | $4,412+95.9% | $4,837+78.7% |
| Participant deferral / active EE | $2,270 | $7,002-67.6% | $6,174-63.2% | $6,341-64.2% |
| Admin fee / account holder | $245 | $11,878-97.9% | $9,807-97.5% | $12,309-98.0% |