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 | $90,723 | $99,652-9.0% | $78,778+15.2% | $147,584-38.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.42% | 47.28%-28.9pp | 35.62%-17.2pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,537 | $2,796-9.3% | $1,986+27.8% | $4,876-48.0% |
| Participant deferral / active EE | $7,748 | $3,664+111.5% | $2,958+161.9% | $5,439+42.5% |
| Admin fee / account holder | $8 | $7,155-99.9% | $5,134-99.8% | $10,885-99.9% |