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 | $186,762 | $148,534+25.7% | $135,903+37.4% | $139,434+33.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.45% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,448 | $5,243-53.3% | $4,856-49.6% | $4,751-48.5% |
| Participant deferral / active EE | $8,150 | $8,100+0.6% | $7,758+5.1% | $6,710+21.5% |
| Admin fee / account holder | $203 | $12,400-98.4% | $10,762-98.1% | $11,403-98.2% |