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 | $86,400 | $140,940-38.7% | $112,229-23.0% | $139,434-38.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.89% | 32.71%-11.8pp | 30.20%-9.3pp | 372.94%-352.1pp |
| Employer contribution / active EE | $11,460 | $4,283+167.6% | $3,430+234.1% | $4,751+141.2% |
| Participant deferral / active EE | $7,802 | $5,874+32.8% | $4,798+62.6% | $6,710+16.3% |
| Admin fee / account holder | $134 | $9,954-98.7% | $7,748-98.3% | $11,403-98.8% |