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 | $192,312 | $76,000+153.0% | $154,107+24.8% | $64,186+199.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.56% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $9,089 | $3,351+171.3% | $5,298+71.6% | $2,381+281.8% |
| Participant deferral / active EE | $6,525 | $3,175+105.5% | $5,081+28.4% | $3,470+88.1% |
| Admin fee / account holder | $190 | $5,596-96.6% | $13,411-98.6% | $4,888-96.1% |