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 | $217,386 | $131,829+64.9% | $108,579+100.2% | $273,961-20.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.03% | -91.57%+94.6pp | -51.70%+54.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $2,231 | $4,912-54.6% | $3,758-40.6% | $4,869-54.2% |
| Participant deferral / active EE | $14,380 | $5,127+180.5% | $4,311+233.6% | $5,287+172.0% |
| Admin fee / account holder | $41 | $10,252-99.6% | $7,645-99.5% | $10,132-99.6% |