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 | $88,465 | $99,079-10.7% | $77,999+13.4% | $273,961-67.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.22% | 217.93%-214.7pp | 425.96%-422.7pp | 41.45%-38.2pp |
| Employer contribution / active EE | $2,831 | $3,308-14.4% | $2,470+14.6% | $4,869-41.9% |
| Participant deferral / active EE | $5,875 | $4,306+36.4% | $3,497+68.0% | $5,287+11.1% |
| Admin fee / account holder | $25 | $8,954-99.7% | $5,480-99.5% | $10,132-99.8% |