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 | $207,384 | $117,841+76.0% | $102,423+102.5% | $145,922+42.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.92% | 31.65%-20.7pp | 29.32%-18.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,466 | $3,615-31.8% | $3,023-18.4% | $4,660-47.1% |
| Participant deferral / active EE | $9,218 | $5,731+60.9% | $5,053+82.4% | $6,688+37.8% |
| Admin fee / account holder | $10 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |