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 | $114,367 | $152,587-25.0% | $125,175-8.6% | $152,861-25.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.00% | 54.84%-31.8pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $6,455 | $4,946+30.5% | $3,865+67.0% | $4,762+35.5% |
| Participant deferral / active EE | $15,701 | $5,868+167.6% | $4,937+218.0% | $5,850+168.4% |
| Admin fee / account holder | $125 | $13,434-99.1% | $9,702-98.7% | $11,596-98.9% |