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 | $137,581 | $85,202+61.5% | $172,739-20.4% | $72,985+88.5% |
| Participation rate | 85.7% | 70.1%+15.7pp | 82.6%+3.1pp | 69.5%+16.2pp |
| Annual return | 23.84% | 27.32%-3.5pp | 802.84%-779.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,178 | $3,324-34.5% | $5,143-57.7% | $2,440-10.7% |
| Participant deferral / active EE | $7,116 | $3,260+118.3% | $5,198+36.9% | $3,607+97.3% |
| Admin fee / account holder | $120 | $5,884-98.0% | $13,954-99.1% | $5,124-97.7% |