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 | $84,034 | $148,534-43.4% | $135,903-38.2% | $139,434-39.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.77% | 79.19%-57.4pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $11,760 | $5,243+124.3% | $4,856+142.2% | $4,751+147.5% |
| Participant deferral / active EE | $8,877 | $8,100+9.6% | $7,758+14.4% | $6,710+32.3% |
| Admin fee / account holder | $295 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |