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 | $66,448 | $98,750-32.7% | $149,696-55.6% | $79,858-16.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.23% | 27.43%-2.2pp | 276.60%-251.4pp | 31.71%-6.5pp |
| Employer contribution / active EE | $2,999 | $3,216-6.8% | $4,644-35.4% | $2,471+21.4% |
| Participant deferral / active EE | $6,326 | $5,680+11.4% | $6,842-7.5% | $3,740+69.1% |
| Admin fee / account holder | $4 | $6,053-99.9% | $9,309-100.0% | $5,306-99.9% |