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 | $218,242 | $124,425+75.4% | $112,040+94.8% | $137,256+59.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.53% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,747 | $3,411-19.5% | $2,954-7.0% | $4,156-33.9% |
| Participant deferral / active EE | $7,779 | $5,718+36.0% | $5,098+52.6% | $6,407+21.4% |
| Admin fee / account holder | $168 | $15,207-98.9% | $12,098-98.6% | $12,270-98.6% |