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 | $215,584 | $106,890+101.7% | $84,015+156.6% | $152,861+41.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.48% | 104.99%-83.5pp | 71.31%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,246 | $2,734-54.4% | $1,983-37.2% | $4,762-73.8% |
| Participant deferral / active EE | $3,187 | $4,011-20.5% | $3,239-1.6% | $5,850-45.5% |
| Admin fee / account holder | $298 | $8,285-96.4% | $6,101-95.1% | $11,596-97.4% |