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 | $74,629 | $131,829-43.4% | $108,579-31.3% | $273,961-72.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 19.00% | -91.57%+110.6pp | -51.70%+70.7pp | 41.45%-22.5pp |
| Employer contribution / active EE | $7,523 | $4,912+53.1% | $3,758+100.2% | $4,869+54.5% |
| Participant deferral / active EE | $8,120 | $5,127+58.4% | $4,311+88.4% | $5,287+53.6% |
| Admin fee / account holder | $13 | $10,252-99.9% | $7,645-99.8% | $10,132-99.9% |