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 | $242,014 | $95,266+154.0% | $82,389+193.7% | $142,382+70.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.42% | 25.74%-4.3pp | 28.67%-7.3pp | 217.08%-195.7pp |
| Employer contribution / active EE | $5,596 | $2,991+87.1% | $2,517+122.3% | $4,299+30.2% |
| Participant deferral / active EE | $8,764 | $4,809+82.2% | $4,155+110.9% | $6,507+34.7% |
| Admin fee / account holder | $219 | $8,563-97.4% | $7,231-97.0% | $12,624-98.3% |