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 | $237,464 | $117,983+101.3% | $101,794+133.3% | $142,382+66.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.60% | 36.92%-26.3pp | 30.53%-19.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,798 | $2,773-35.2% | $2,289-21.5% | $4,299-58.2% |
| Participant deferral / active EE | $10,784 | $4,714+128.8% | $4,084+164.0% | $6,507+65.7% |
| Admin fee / account holder | $222 | $10,433-97.9% | $8,777-97.5% | $12,624-98.2% |