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 | $236,451 | $755,339-68.7% | $379,746-37.7% | $158,922+48.8% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 10.98% | 53.41%-42.4pp | 34.90%-23.9pp | 302.83%-291.8pp |
| Employer contribution / active EE | $9,834 | $4,685+109.9% | $3,540+177.8% | $4,761+106.5% |
| Participant deferral / active EE | $15,742 | $7,938+98.3% | $6,024+161.3% | $5,982+163.2% |
| Admin fee / account holder | $15 | $14,482-99.9% | $7,927-99.8% | $11,246-99.9% |