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 | $68,074 | $118,849-42.7% | $96,562-29.5% | $167,490-59.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 22.96% | 50.49%-27.5pp | 37.78%-14.8pp | 478.56%-455.6pp |
| Employer contribution / active EE | $9,140 | $3,120+193.0% | $2,356+287.9% | $4,837+88.9% |
| Participant deferral / active EE | $2,350 | $4,616-49.1% | $3,849-38.9% | $6,341-62.9% |
| Admin fee / account holder | $275 | $8,065-96.6% | $6,181-95.6% | $12,309-97.8% |