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 | $152,078 | $167,483-9.2% | $115,752+31.4% | $147,584+3.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 15.18% | 12.11%+3.1pp | 19.41%-4.2pp | 578.55%-563.4pp |
| Employer contribution / active EE | $7,853 | $4,960+58.3% | $3,492+124.9% | $4,876+61.0% |
| Participant deferral / active EE | $5,947 | $7,037-15.5% | $5,204+14.3% | $5,439+9.3% |
| Admin fee / account holder | $4 | $13,069-100.0% | $6,278-99.9% | $10,885-100.0% |