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 | $178,252 | $98,240+81.4% | $82,313+116.6% | $147,584+20.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.92% | 30.85%-9.9pp | 25.88%-5.0pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,309 | $3,192-27.7% | $2,428-4.9% | $4,876-52.6% |
| Participant deferral / active EE | $17,104 | $4,383+290.2% | $3,706+361.5% | $5,439+214.5% |
| Admin fee / account holder | $222 | $8,563-97.4% | $5,608-96.0% | $10,885-98.0% |