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 | $194,476 | $127,386+52.7% | $115,037+69.1% | $125,391+55.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.13% | 31.28%-27.2pp | 26.14%-22.0pp | 282.22%-278.1pp |
| Employer contribution / active EE | $10,550 | $5,166+104.2% | $4,608+129.0% | $4,866+116.8% |
| Participant deferral / active EE | $17,698 | $6,423+175.5% | $6,026+193.7% | $5,352+230.7% |
| Admin fee / account holder | $50 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |