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 | $130,866 | $131,829-0.7% | $108,579+20.5% | $273,961-52.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.21% | -91.57%+95.8pp | -51.70%+55.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $15,840 | $4,912+222.4% | $3,758+321.5% | $4,869+225.3% |
| Participant deferral / active EE | $16,498 | $5,127+221.8% | $4,311+282.7% | $5,287+212.1% |
| Admin fee / account holder | $268 | $10,252-97.4% | $7,645-96.5% | $10,132-97.4% |