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 | $192,922 | $162,781+18.5% | $133,956+44.0% | $158,922+21.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.84% | 41.94%-20.1pp | 45.09%-23.3pp | 302.83%-281.0pp |
| Employer contribution / active EE | $5,077 | $4,975+2.0% | $3,919+29.6% | $4,761+6.6% |
| Participant deferral / active EE | $9,877 | $5,911+67.1% | $5,048+95.7% | $5,982+65.1% |
| Admin fee / account holder | $211 | $11,736-98.2% | $8,927-97.6% | $11,246-98.1% |