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 | $152,650 | $111,754+36.6% | $103,333+47.7% | $145,922+4.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.49% | 24.77%-10.3pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $9,450 | $4,212+124.3% | $3,868+144.3% | $4,660+102.8% |
| Participant deferral / active EE | $14,069 | $5,619+150.4% | $5,057+178.2% | $6,688+110.4% |
| Admin fee / account holder | $172 | $9,750-98.2% | $8,355-97.9% | $13,397-98.7% |