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 | $75,176 | $72,071+4.3% | $68,368+10.0% | $137,256-45.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.94% | 353.14%-333.2pp | 292.57%-272.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $5,396 | $2,788+93.6% | $2,649+103.7% | $4,156+29.8% |
| Participant deferral / active EE | $5,498 | $4,410+24.7% | $4,123+33.4% | $6,407-14.2% |
| Admin fee / account holder | $13 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |