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 | $99,248 | $61,774+60.7% | $97,226+2.1% | $80,856+22.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 13.47% | -557.90%+571.4pp | 75.13%-61.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $6,384 | $1,837+247.6% | $2,729+133.9% | $2,755+131.7% |
| Participant deferral / active EE | $4,732 | $3,029+56.2% | $4,264+11.0% | $4,296+10.2% |
| Admin fee / account holder | $158 | $5,166-96.9% | $5,654-97.2% | $6,918-97.7% |