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 | $66,160 | $107,934-38.7% | $91,989-28.1% | $152,861-56.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 24.85% | 89.24%-64.4pp | 69.02%-44.2pp | 345.32%-320.5pp |
| Employer contribution / active EE | $5,242 | $4,210+24.5% | $3,452+51.9% | $4,762+10.1% |
| Participant deferral / active EE | $10,527 | $6,364+65.4% | $5,923+77.7% | $5,850+79.9% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |