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 | $59,894 | $91,037-34.2% | $71,671-16.4% | $147,584-59.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.82% | 20.48%-4.7pp | 20.65%-4.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $7,900 | $3,327+137.4% | $2,460+221.2% | $4,876+62.0% |
| Participant deferral / active EE | $12,879 | $4,498+186.3% | $3,438+274.6% | $5,439+136.8% |
| Admin fee / account holder | $98 | $8,613-98.9% | $5,558-98.2% | $10,885-99.1% |