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 | $187,625 | $116,175+61.5% | $93,606+100.4% | $152,861+22.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 9.74% | 35.96%-26.2pp | 32.76%-23.0pp | 345.32%-335.6pp |
| Employer contribution / active EE | $2,268 | $3,218-29.5% | $2,718-16.6% | $4,762-52.4% |
| Participant deferral / active EE | $3,820 | $4,603-17.0% | $4,069-6.1% | $5,850-34.7% |
| Admin fee / account holder | $11 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |