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 | $76,133 | $97,044-21.5% | $83,333-8.6% | $135,375-43.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 63.50% | 12.31%+51.2pp | 10.63%+52.9pp | 519.73%-456.2pp |
| Employer contribution / active EE | $1,206 | $4,143-70.9% | $3,379-64.3% | $4,779-74.8% |
| Participant deferral / active EE | $9,596 | $5,964+60.9% | $5,565+72.4% | $5,609+71.1% |
| Admin fee / account holder | $24 | $8,380-99.7% | $7,510-99.7% | $10,827-99.8% |