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 | $235,667 | $100,004+135.7% | $81,438+189.4% | $145,959+61.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.82% | 34.34%-18.5pp | 24.74%-8.9pp | 561.95%-546.1pp |
| Employer contribution / active EE | $3,942 | $2,970+32.7% | $2,460+60.2% | $4,661-15.4% |
| Participant deferral / active EE | $6,575 | $4,603+42.8% | $3,883+69.3% | $6,689-1.7% |
| Admin fee / account holder | $1 | $8,202-100.0% | $5,764-100.0% | $13,398-100.0% |