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 | $69,360 | $58,208+19.2% | $81,812-15.2% | $80,856-14.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.56% | 41.66%-26.1pp | 773.79%-758.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,513 | $2,340+50.1% | $2,912+20.6% | $2,755+27.5% |
| Participant deferral / active EE | $6,088 | $3,281+85.6% | $4,319+41.0% | $4,296+41.7% |
| Admin fee / account holder | $189 | $4,981-96.2% | $7,386-97.4% | $6,918-97.3% |