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 | $73,006 | $209,336-65.1% | $197,124-63.0% | $137,256-46.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.91% | 48.09%-32.2pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,487 | $6,591-62.3% | $6,227-60.1% | $4,156-40.1% |
| Participant deferral / active EE | $5,529 | $9,614-42.5% | $9,135-39.5% | $6,407-13.7% |
| Admin fee / account holder | $250 | $17,308-98.6% | $16,298-98.5% | $12,270-98.0% |