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 | $65,142 | $115,882-43.8% | $100,516-35.2% | $158,922-59.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.40% | 34.79%-22.4pp | 30.89%-18.5pp | 302.83%-290.4pp |
| Employer contribution / active EE | $6,126 | $4,103+49.3% | $3,418+79.3% | $4,761+28.7% |
| Participant deferral / active EE | $6,765 | $6,674+1.4% | $6,270+7.9% | $5,982+13.1% |
| Admin fee / account holder | $130 | $10,995-98.8% | $8,081-98.4% | $11,246-98.8% |