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 | $142,698 | $112,881+26.4% | $90,951+56.9% | $158,922-10.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.56% | 215.79%-202.2pp | 134.60%-121.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $4,392 | $2,893+51.8% | $2,122+107.0% | $4,761-7.7% |
| Participant deferral / active EE | $15,159 | $4,128+267.3% | $3,373+349.4% | $5,982+153.4% |
| Admin fee / account holder | $5 | $8,041-99.9% | $5,959-99.9% | $11,246-100.0% |