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 | $195,951 | $99,652+96.6% | $78,778+148.7% | $147,584+32.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.23% | 47.28%-37.1pp | 35.62%-25.4pp | 578.55%-568.3pp |
| Employer contribution / active EE | $1,658 | $2,796-40.7% | $1,986-16.5% | $4,876-66.0% |
| Participant deferral / active EE | $2,340 | $3,664-36.1% | $2,958-20.9% | $5,439-57.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |