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 | $237,162 | $124,425+90.6% | $112,040+111.7% | $137,256+72.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.49% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,799 | $3,411-18.0% | $2,954-5.2% | $4,156-32.7% |
| Participant deferral / active EE | $22,101 | $5,718+286.5% | $5,098+333.5% | $6,407+245.0% |
| Admin fee / account holder | $40 | $15,207-99.7% | $12,098-99.7% | $12,270-99.7% |