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 | $151,110 | $113,339+33.3% | $94,993+59.1% | $147,584+2.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 9.55% | 20.77%-11.2pp | 27.12%-17.6pp | 578.55%-569.0pp |
| Employer contribution / active EE | $8,229 | $3,160+160.4% | $2,603+216.1% | $4,876+68.7% |
| Participant deferral / active EE | $5,219 | $3,777+38.2% | $3,317+57.3% | $5,439-4.0% |
| Admin fee / account holder | $225 | $6,063-96.3% | $4,960-95.5% | $10,885-97.9% |