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 | $161,539 | $162,781-0.8% | $133,956+20.6% | $158,922+1.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.38% | 41.94%-23.6pp | 45.09%-26.7pp | 302.83%-284.4pp |
| Employer contribution / active EE | $9,912 | $4,975+99.2% | $3,919+152.9% | $4,761+108.2% |
| Participant deferral / active EE | $5,383 | $5,911-8.9% | $5,048+6.6% | $5,982-10.0% |
| Admin fee / account holder | $22 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |