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 | $77,862 | $117,983-34.0% | $101,794-23.5% | $142,382-45.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.33% | 36.92%-23.6pp | 30.53%-17.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,387 | $2,773+22.1% | $2,289+48.0% | $4,299-21.2% |
| Participant deferral / active EE | $5,091 | $4,714+8.0% | $4,084+24.7% | $6,507-21.8% |
| Admin fee / account holder | $146 | $10,433-98.6% | $8,777-98.3% | $12,624-98.8% |