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 | $159,631 | $105,126+51.8% | $94,646+68.7% | $139,434+14.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.15% | 38.03%-17.9pp | 156.71%-136.6pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,111 | $4,106-48.6% | $3,672-42.5% | $4,751-55.6% |
| Participant deferral / active EE | $8,515 | $7,599+12.0% | $7,418+14.8% | $6,710+26.9% |
| Admin fee / account holder | $257 | $8,984-97.1% | $7,231-96.4% | $11,403-97.7% |