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 | $55,112 | $112,881-51.2% | $90,951-39.4% | $158,922-65.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.12% | 215.79%-196.7pp | 134.60%-115.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $9,150 | $2,893+216.3% | $2,122+331.2% | $4,761+92.2% |
| Participant deferral / active EE | $5,326 | $4,128+29.0% | $3,373+57.9% | $5,982-11.0% |
| Admin fee / account holder | $195 | $8,041-97.6% | $5,959-96.7% | $11,246-98.3% |