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 | $81,091 | $91,037-10.9% | $71,671+13.1% | $147,584-45.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 28.27% | 20.48%+7.8pp | 20.65%+7.6pp | 578.55%-550.3pp |
| Employer contribution / active EE | $6,301 | $3,327+89.4% | $2,460+156.2% | $4,876+29.2% |
| Participant deferral / active EE | $5,732 | $4,498+27.4% | $3,438+66.7% | $5,439+5.4% |
| Admin fee / account holder | $245 | $8,613-97.2% | $5,558-95.6% | $10,885-97.7% |