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 | $81,371 | $127,386-36.1% | $115,037-29.3% | $125,391-35.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 6.57% | 31.28%-24.7pp | 26.14%-19.6pp | 282.22%-275.7pp |
| Employer contribution / active EE | $18,539 | $5,166+258.9% | $4,608+302.3% | $4,866+281.0% |
| Participant deferral / active EE | $8,593 | $6,423+33.8% | $6,026+42.6% | $5,352+60.6% |
| Admin fee / account holder | $50 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |