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 | $79,969 | $162,781-50.9% | $133,956-40.3% | $158,922-49.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.40% | 41.94%-22.5pp | 45.09%-25.7pp | 302.83%-283.4pp |
| Employer contribution / active EE | $5,643 | $4,975+13.4% | $3,919+44.0% | $4,761+18.5% |
| Participant deferral / active EE | $7,627 | $5,911+29.0% | $5,048+51.1% | $5,982+27.5% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |