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 | $193,630 | $140,578+37.7% | $100,671+92.3% | $125,391+54.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.94% | 24.67%-27.6pp | 20.43%-23.4pp | 282.22%-285.2pp |
| Employer contribution / active EE | $12,201 | $5,965+104.5% | $4,012+204.1% | $4,866+150.7% |
| Participant deferral / active EE | $11,449 | $3,981+187.6% | $3,144+264.2% | $5,352+113.9% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |