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 | $96,630 | $152,587-36.7% | $125,175-22.8% | $152,861-36.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.03% | 54.84%-33.8pp | 43.79%-22.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,690 | $4,946-45.6% | $3,865-30.4% | $4,762-43.5% |
| Participant deferral / active EE | $7,079 | $5,868+20.6% | $4,937+43.4% | $5,850+21.0% |
| Admin fee / account holder | $39 | $13,434-99.7% | $9,702-99.6% | $11,596-99.7% |