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 | $249,437 | $110,257+126.2% | $96,544+158.4% | $139,434+78.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.58% | 26.32%-14.7pp | 25.84%-14.3pp | 372.94%-361.4pp |
| Employer contribution / active EE | $16,671 | $3,620+360.6% | $2,965+462.3% | $4,751+250.9% |
| Participant deferral / active EE | $11,732 | $5,548+111.5% | $4,851+141.9% | $6,710+74.8% |
| Admin fee / account holder | $8 | $11,591-99.9% | $8,252-99.9% | $11,403-99.9% |