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 | $232,896 | $114,381+103.6% | $107,525+116.6% | $142,382+63.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.67% | 242.71%-228.0pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,036 | $4,015-49.3% | $3,754-45.8% | $4,299-52.6% |
| Participant deferral / active EE | $7,787 | $5,564+40.0% | $5,116+52.2% | $6,507+19.7% |
| Admin fee / account holder | $174 | $9,860-98.2% | $8,919-98.1% | $12,624-98.6% |