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 | $71,689 | $116,175-38.3% | $93,606-23.4% | $152,861-53.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.39% | 35.96%-12.6pp | 32.76%-9.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,242 | $3,218+0.7% | $2,718+19.3% | $4,762-31.9% |
| Participant deferral / active EE | $3,414 | $4,603-25.8% | $4,069-16.1% | $5,850-41.6% |
| Admin fee / account holder | $233 | $10,748-97.8% | $7,888-97.0% | $11,596-98.0% |