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 | $51,061 | $227,553-77.6% | $189,557-73.1% | $167,490-69.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 22.50% | 78.40%-55.9pp | 64.17%-41.7pp | 478.56%-456.1pp |
| Employer contribution / active EE | $5,674 | $5,316+6.7% | $4,412+28.6% | $4,837+17.3% |
| Participant deferral / active EE | $12,417 | $7,002+77.3% | $6,174+101.1% | $6,341+95.8% |
| Admin fee / account holder | $13 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |