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 | $144,951 | $93,571+54.9% | $135,903+6.7% | $75,163+92.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.78% | 30.90%-10.1pp | 68.23%-47.5pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,711 | $3,537-23.4% | $4,856-44.2% | $2,670+1.5% |
| Participant deferral / active EE | $10,484 | $6,404+63.7% | $7,758+35.1% | $4,125+154.2% |
| Admin fee / account holder | $44 | $6,975-99.4% | $10,762-99.6% | $5,651-99.2% |