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 | $60,679 | $101,724-40.3% | $164,813-63.2% | $80,856-25.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.75% | 16.72%-6.0pp | 69.93%-59.2pp | 35.59%-24.8pp |
| Employer contribution / active EE | $8,076 | $2,953+173.4% | $4,341+86.0% | $2,755+193.1% |
| Participant deferral / active EE | $3,533 | $4,477-21.1% | $6,031-41.4% | $4,296-17.8% |
| Admin fee / account holder | $23 | $8,227-99.7% | $12,690-99.8% | $6,918-99.7% |