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 | $244,604 | $101,069+142.0% | $81,478+200.2% | $147,584+65.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 23.94% | 32.40%-8.5pp | 38.78%-14.8pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,465 | $3,205-23.1% | $2,568-4.0% | $4,876-49.4% |
| Participant deferral / active EE | $9,548 | $4,242+125.1% | $3,537+170.0% | $5,439+75.6% |
| Admin fee / account holder | $17 | $5,812-99.7% | $4,561-99.6% | $10,885-99.8% |