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 | $105,556 | $162,781-35.2% | $133,956-21.2% | $158,922-33.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.65% | 41.94%-22.3pp | 45.09%-25.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $15,480 | $4,975+211.1% | $3,919+295.0% | $4,761+225.1% |
| Participant deferral / active EE | $7,510 | $5,911+27.0% | $5,048+48.8% | $5,982+25.5% |
| Admin fee / account holder | $189 | $11,736-98.4% | $8,927-97.9% | $11,246-98.3% |