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 | $123,397 | $228,332-46.0% | $185,823-33.6% | $158,922-22.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.59% | 40.80%-29.2pp | 35.95%-24.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,256 | $4,967-54.6% | $4,087-44.8% | $4,761-52.6% |
| Participant deferral / active EE | $14,213 | $6,415+121.6% | $5,632+152.4% | $5,982+137.6% |
| Admin fee / account holder | $9 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |