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 | $69,964 | $165,912-57.8% | $122,332-42.8% | $147,584-52.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.49% | 34.55%-20.1pp | 30.27%-15.8pp | 578.55%-564.1pp |
| Employer contribution / active EE | $5,864 | $5,754+1.9% | $4,050+44.8% | $4,876+20.3% |
| Participant deferral / active EE | $10,613 | $4,005+165.0% | $3,287+222.9% | $5,439+95.1% |
| Admin fee / account holder | $263 | $7,424-96.5% | $5,478-95.2% | $10,885-97.6% |