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 | $166,691 | $83,337+100.0% | $67,834+145.7% | $273,961-39.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.61% | 259.45%-252.8pp | 138.47%-131.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,483 | $3,287+6.0% | $2,403+44.9% | $4,869-28.5% |
| Participant deferral / active EE | $5,999 | $4,088+46.7% | $3,160+89.8% | $5,287+13.5% |
| Admin fee / account holder | $9 | $6,752-99.9% | $4,622-99.8% | $10,132-99.9% |