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 | $238,903 | $98,240+143.2% | $82,313+190.2% | $147,584+61.9% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 14.88% | 30.85%-16.0pp | 25.88%-11.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,333 | $3,192+4.4% | $2,428+37.3% | $4,876-31.6% |
| Participant deferral / active EE | $6,453 | $4,383+47.2% | $3,706+74.1% | $5,439+18.6% |
| Admin fee / account holder | $197 | $8,563-97.7% | $5,608-96.5% | $10,885-98.2% |