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 | $195,229 | $91,911+112.4% | $68,793+183.8% | $135,375+44.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 1.62% | -8.22%+9.8pp | -4.63%+6.3pp | 519.73%-518.1pp |
| Employer contribution / active EE | $9,483 | $3,924+141.7% | $2,625+261.3% | $4,779+98.4% |
| Participant deferral / active EE | $8,856 | $4,315+105.2% | $3,311+167.5% | $5,609+57.9% |
| Admin fee / account holder | $184 | $9,240-98.0% | $5,131-96.4% | $10,827-98.3% |