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 | $188,823 | $127,386+48.2% | $115,037+64.1% | $125,391+50.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.22% | 31.28%-31.5pp | 26.14%-26.4pp | 282.22%-282.4pp |
| Employer contribution / active EE | $15,105 | $5,166+192.4% | $4,608+227.8% | $4,866+210.4% |
| Participant deferral / active EE | $12,652 | $6,423+97.0% | $6,026+109.9% | $5,352+136.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |