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 | $148,621 | $101,069+47.0% | $81,478+82.4% | $147,584+0.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.00% | 32.40%-15.4pp | 38.78%-21.8pp | 578.55%-561.6pp |
| Employer contribution / active EE | $13,425 | $3,205+318.8% | $2,568+422.8% | $4,876+175.3% |
| Participant deferral / active EE | $13,731 | $4,242+223.7% | $3,537+288.2% | $5,439+152.5% |
| Admin fee / account holder | $28 | $5,812-99.5% | $4,561-99.4% | $10,885-99.7% |