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 | $234,592 | $162,781+44.1% | $133,956+75.1% | $158,922+47.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 27.40% | 41.94%-14.5pp | 45.09%-17.7pp | 302.83%-275.4pp |
| Employer contribution / active EE | $2,557 | $4,975-48.6% | $3,919-34.8% | $4,761-46.3% |
| Participant deferral / active EE | $3,187 | $5,911-46.1% | $5,048-36.9% | $5,982-46.7% |
| Admin fee / account holder | $83 | $11,736-99.3% | $8,927-99.1% | $11,246-99.3% |