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 | $193,902 | $105,931+83.0% | $81,930+136.7% | $158,922+22.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 9.76% | 38.17%-28.4pp | 29.49%-19.7pp | 302.83%-293.1pp |
| Employer contribution / active EE | $7,692 | $7,800-1.4% | $4,310+78.5% | $4,761+61.6% |
| Participant deferral / active EE | $5,018 | $13,003-61.4% | $7,107-29.4% | $5,982-16.1% |
| Admin fee / account holder | $106 | $8,489-98.8% | $5,158-98.0% | $11,246-99.1% |