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 | $82,099 | $105,859-22.4% | $90,160-8.9% | $147,584-44.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 27.81% | 37.63%-9.8pp | 34.88%-7.1pp | 578.55%-550.7pp |
| Employer contribution / active EE | $4,369 | $4,126+5.9% | $3,318+31.7% | $4,876-10.4% |
| Participant deferral / active EE | $7,918 | $5,733+38.1% | $5,288+49.7% | $5,439+45.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |