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 | $67,275 | $81,248-17.2% | $155,509-56.7% | $80,856-16.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 21.97% | 33.31%-11.3pp | 64.67%-42.7pp | 35.59%-13.6pp |
| Employer contribution / active EE | $7,649 | $3,100+146.7% | $4,672+63.7% | $2,755+177.7% |
| Participant deferral / active EE | $3,117 | $3,452-9.7% | $5,626-44.6% | $4,296-27.4% |
| Admin fee / account holder | $131 | $7,997-98.4% | $15,912-99.2% | $6,918-98.1% |