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 | $65,441 | $83,337-21.5% | $67,834-3.5% | $273,961-76.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.10% | 259.45%-250.3pp | 138.47%-129.4pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,675 | $3,287-18.6% | $2,403+11.3% | $4,869-45.1% |
| Participant deferral / active EE | $4,164 | $4,088+1.9% | $3,160+31.8% | $5,287-21.2% |
| Admin fee / account holder | $28 | $6,752-99.6% | $4,622-99.4% | $10,132-99.7% |