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 | $135,253 | $112,881+19.8% | $90,951+48.7% | $158,922-14.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.95% | 215.79%-198.8pp | 134.60%-117.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,567 | $2,893-45.8% | $2,122-26.2% | $4,761-67.1% |
| Participant deferral / active EE | $4,633 | $4,128+12.3% | $3,373+37.4% | $5,982-22.5% |
| Admin fee / account holder | $244 | $8,041-97.0% | $5,959-95.9% | $11,246-97.8% |