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 | $233,882 | $105,126+122.5% | $94,646+147.1% | $139,434+67.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.48% | 38.03%-24.6pp | 156.71%-143.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $3,121 | $4,106-24.0% | $3,672-15.0% | $4,751-34.3% |
| Participant deferral / active EE | $8,393 | $7,599+10.4% | $7,418+13.1% | $6,710+25.1% |
| Admin fee / account holder | $9 | $8,984-99.9% | $7,231-99.9% | $11,403-99.9% |