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 | $77,886 | $149,734-48.0% | $118,925-34.5% | $158,922-51.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 21.81% | 19.95%+1.9pp | 35.88%-14.1pp | 302.83%-281.0pp |
| Employer contribution / active EE | $7,548 | $4,115+83.4% | $3,263+131.3% | $4,761+58.5% |
| Participant deferral / active EE | $6,153 | $5,223+17.8% | $4,265+44.3% | $5,982+2.8% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |