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 | $188,699 | $97,125+94.3% | $86,233+118.8% | $137,256+37.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.19% | 74.19%-52.0pp | 61.39%-39.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,260 | $2,841-20.5% | $2,504-9.7% | $4,156-45.6% |
| Participant deferral / active EE | $9,984 | $5,180+92.8% | $4,559+119.0% | $6,407+55.8% |
| Admin fee / account holder | $146 | $9,725-98.5% | $8,342-98.3% | $12,270-98.8% |