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 | $209,430 | $162,781+28.7% | $133,956+56.3% | $158,922+31.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.71% | 41.94%-35.2pp | 45.09%-38.4pp | 302.83%-296.1pp |
| Employer contribution / active EE | $9,529 | $4,975+91.5% | $3,919+143.2% | $4,761+100.1% |
| Participant deferral / active EE | $9,328 | $5,911+57.8% | $5,048+84.8% | $5,982+55.9% |
| Admin fee / account holder | $300 | $11,736-97.4% | $8,927-96.6% | $11,246-97.3% |