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 | $149,100 | $111,535+33.7% | $105,223+41.7% | $137,256+8.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.79% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,737 | $3,939-5.1% | $3,689+1.3% | $4,156-10.1% |
| Participant deferral / active EE | $10,069 | $5,500+83.1% | $5,072+98.5% | $6,407+57.2% |
| Admin fee / account holder | $23 | $9,721-99.8% | $8,859-99.7% | $12,270-99.8% |