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 | $71,448 | $148,534-51.9% | $135,903-47.4% | $139,434-48.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.98% | 79.19%-56.2pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $8,717 | $5,243+66.3% | $4,856+79.5% | $4,751+83.5% |
| Participant deferral / active EE | $13,225 | $8,100+63.3% | $7,758+70.5% | $6,710+97.1% |
| Admin fee / account holder | $198 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |