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 | $199,248 | $162,781+22.4% | $133,956+48.7% | $158,922+25.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.01% | 41.94%-29.9pp | 45.09%-33.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $5,779 | $4,975+16.1% | $3,919+47.5% | $4,761+21.4% |
| Participant deferral / active EE | $11,435 | $5,911+93.5% | $5,048+126.5% | $5,982+91.2% |
| Admin fee / account holder | $29 | $11,736-99.8% | $8,927-99.7% | $11,246-99.7% |