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 | $59,291 | $107,334-44.8% | $92,893-36.2% | $152,861-61.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.54% | 145.58%-123.0pp | 109.41%-86.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $10,863 | $4,221+157.4% | $3,653+197.4% | $4,762+128.1% |
| Participant deferral / active EE | $4,317 | $4,845-10.9% | $4,236+1.9% | $5,850-26.2% |
| Admin fee / account holder | $19 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |