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 | $130,866 | $157,256-16.8% | $141,162-7.3% | $152,861-14.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.84% | 64.32%-45.5pp | 71.39%-52.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $11,991 | $5,261+127.9% | $4,735+153.2% | $4,762+151.8% |
| Participant deferral / active EE | $5,480 | $7,109-22.9% | $6,709-18.3% | $5,850-6.3% |
| Admin fee / account holder | $48 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |