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 | $67,453 | $152,587-55.8% | $125,175-46.1% | $152,861-55.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.74% | 54.84%-37.1pp | 43.79%-26.0pp | 345.32%-327.6pp |
| Employer contribution / active EE | $6,224 | $4,946+25.8% | $3,865+61.0% | $4,762+30.7% |
| Participant deferral / active EE | $7,143 | $5,868+21.7% | $4,937+44.7% | $5,850+22.1% |
| Admin fee / account holder | $41 | $13,434-99.7% | $9,702-99.6% | $11,596-99.6% |