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 | $149,973 | $117,983+27.1% | $101,794+47.3% | $142,382+5.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.07% | 36.92%-18.8pp | 30.53%-12.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,150 | $2,773-22.5% | $2,289-6.1% | $4,299-50.0% |
| Participant deferral / active EE | $10,410 | $4,714+120.8% | $4,084+154.9% | $6,507+60.0% |
| Admin fee / account holder | $145 | $10,433-98.6% | $8,777-98.4% | $12,624-98.9% |