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 | $131,320 | $93,346+40.7% | $71,796+82.9% | $273,961-52.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.14% | 130.39%-120.2pp | 78.04%-67.9pp | 41.45%-31.3pp |
| Employer contribution / active EE | $11,690 | $2,733+327.7% | $1,924+507.4% | $4,869+140.1% |
| Participant deferral / active EE | $4,170 | $3,475+20.0% | $2,794+49.2% | $5,287-21.1% |
| Admin fee / account holder | $290 | $6,571-95.6% | $4,815-94.0% | $10,132-97.1% |