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 | $154,020 | $109,327+40.9% | $89,391+72.3% | $158,922-3.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.32% | 345.68%-333.4pp | 245.62%-233.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,499 | $3,170-52.7% | $2,586-42.0% | $4,761-68.5% |
| Participant deferral / active EE | $3,503 | $4,598-23.8% | $3,890-9.9% | $5,982-41.4% |
| Admin fee / account holder | $36 | $6,153-99.4% | $4,881-99.3% | $11,246-99.7% |