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 | $53,089 | $127,264-58.3% | $109,895-51.7% | $167,490-68.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 15.93% | 22.97%-7.0pp | 29.45%-13.5pp | 478.56%-462.6pp |
| Employer contribution / active EE | $2,433 | $3,322-26.8% | $2,842-14.4% | $4,837-49.7% |
| Participant deferral / active EE | $3,779 | $4,514-16.3% | $4,048-6.7% | $6,341-40.4% |
| Admin fee / account holder | $256 | $7,114-96.4% | $6,066-95.8% | $12,309-97.9% |