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 | $142,417 | $185,822-23.4% | $169,993-16.2% | $139,434+2.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.05% | 60.50%-46.5pp | 53.37%-39.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $10,712 | $7,590+41.1% | $6,785+57.9% | $4,751+125.5% |
| Participant deferral / active EE | $9,136 | $11,622-21.4% | $10,408-12.2% | $6,710+36.1% |
| Admin fee / account holder | $69 | $15,381-99.6% | $12,815-99.5% | $11,403-99.4% |