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 | $206,803 | $114,381+80.8% | $107,525+92.3% | $142,382+45.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.03% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,641 | $4,015-34.2% | $3,754-29.7% | $4,299-38.6% |
| Participant deferral / active EE | $14,717 | $5,564+164.5% | $5,116+187.7% | $6,507+126.2% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |