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 | $71,777 | $53,127+35.1% | $86,590-17.1% | $70,131+2.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.44% | 27.66%-10.2pp | 964.84%-947.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $10,552 | $2,068+410.2% | $2,839+271.6% | $2,342+350.5% |
| Participant deferral / active EE | $7,316 | $2,696+171.4% | $3,609+102.7% | $3,332+119.6% |
| Admin fee / account holder | $21 | $3,585-99.4% | $4,906-99.6% | $4,645-99.6% |