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 | $75,809 | $76,312-0.7% | $67,221+12.8% | $158,922-52.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.06% | 22.77%-6.7pp | 20.72%-4.7pp | 302.83%-286.8pp |
| Employer contribution / active EE | $5,852 | $4,476+30.7% | $3,723+57.2% | $4,761+22.9% |
| Participant deferral / active EE | $7,845 | $5,264+49.0% | $4,384+78.9% | $5,982+31.1% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |