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 | $60,119 | $124,425-51.7% | $112,040-46.3% | $137,256-56.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.08% | 24.72%-4.6pp | 24.52%-4.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $5,269 | $3,411+54.5% | $2,954+78.4% | $4,156+26.8% |
| Participant deferral / active EE | $8,518 | $5,718+49.0% | $5,098+67.1% | $6,407+33.0% |
| Admin fee / account holder | $1 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |