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 | $72,198 | $157,256-54.1% | $141,162-48.9% | $152,861-52.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.97% | 64.32%-38.3pp | 71.39%-45.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $4,811 | $5,261-8.6% | $4,735+1.6% | $4,762+1.0% |
| Participant deferral / active EE | $9,600 | $7,109+35.0% | $6,709+43.1% | $5,850+64.1% |
| Admin fee / account holder | $75 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |