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 | $231,154 | $99,341+132.7% | $84,750+172.7% | $273,961-15.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.87% | 22.93%-13.1pp | 22.78%-12.9pp | 41.45%-31.6pp |
| Employer contribution / active EE | $26,667 | $4,214+532.9% | $3,574+646.1% | $4,869+447.7% |
| Participant deferral / active EE | $17,085 | $4,269+300.2% | $3,712+360.3% | $5,287+223.1% |
| Admin fee / account holder | $125 | $6,644-98.1% | $5,332-97.7% | $10,132-98.8% |