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 | $204,460 | $100,754+102.9% | $86,677+135.9% | $134,475+52.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.86% | 29.04%-41.9pp | 35.91%-48.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $15,956 | $3,489+357.3% | $2,836+462.5% | $4,740+236.6% |
| Participant deferral / active EE | $12,380 | $5,338+131.9% | $4,656+165.9% | $6,400+93.4% |
| Admin fee / account holder | $8 | $10,926-99.9% | $7,493-99.9% | $11,426-99.9% |