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 | $201,740 | $110,257+83.0% | $96,544+109.0% | $139,434+44.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.89% | 26.32%-7.4pp | 25.84%-7.0pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,955 | $3,620-18.4% | $2,965-0.3% | $4,751-37.8% |
| Participant deferral / active EE | $6,610 | $5,548+19.2% | $4,851+36.3% | $6,710-1.5% |
| Admin fee / account holder | $207 | $11,591-98.2% | $8,252-97.5% | $11,403-98.2% |