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 | $89,749 | $165,335-45.7% | $149,696-40.0% | $158,922-43.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 19.64% | 348.15%-328.5pp | 276.60%-257.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $12,073 | $5,103+136.6% | $4,644+159.9% | $4,761+153.6% |
| Participant deferral / active EE | $12,556 | $7,181+74.8% | $6,842+83.5% | $5,982+109.9% |
| Admin fee / account holder | $18 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |