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 | $215,607 | $102,616+110.1% | $81,983+163.0% | $158,922+35.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.11% | 61.04%-43.9pp | 41.31%-24.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,498 | $3,240-22.9% | $2,4980% | $4,761-47.5% |
| Participant deferral / active EE | $5,470 | $4,648+17.7% | $3,722+47.0% | $5,982-8.6% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |