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 | $147,495 | $110,257+33.8% | $96,544+52.8% | $139,434+5.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.14% | 26.32%-7.2pp | 25.84%-6.7pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,808 | $3,620+5.2% | $2,965+28.4% | $4,751-19.9% |
| Participant deferral / active EE | $10,834 | $5,548+95.3% | $4,851+123.3% | $6,710+61.5% |
| Admin fee / account holder | $2 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |