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 | $55,541 | $109,327-49.2% | $89,391-37.9% | $158,922-65.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.85% | 345.68%-322.8pp | 245.62%-222.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $8,422 | $3,170+165.7% | $2,586+225.7% | $4,761+76.9% |
| Participant deferral / active EE | $6,793 | $4,598+47.7% | $3,890+74.6% | $5,982+13.6% |
| Admin fee / account holder | $79 | $6,153-98.7% | $4,881-98.4% | $11,246-99.3% |