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 | $189,461 | $109,327+73.3% | $89,391+111.9% | $158,922+19.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.04% | 345.68%-327.6pp | 245.62%-227.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,806 | $3,170-11.5% | $2,586+8.5% | $4,761-41.1% |
| Participant deferral / active EE | $10,400 | $4,598+126.2% | $3,890+167.4% | $5,982+73.9% |
| Admin fee / account holder | $15 | $6,153-99.8% | $4,881-99.7% | $11,246-99.9% |