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 | $119,109 | $81,632+45.9% | $70,449+69.1% | $158,922-25.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.23% | 208.40%-198.2pp | 109.03%-98.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,344 | $3,217-58.2% | $2,737-50.9% | $4,761-71.8% |
| Participant deferral / active EE | $1,764 | $4,554-61.3% | $3,709-52.4% | $5,982-70.5% |
| Admin fee / account holder | $243 | $6,193-96.1% | $3,845-93.7% | $11,246-97.8% |