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 | $154,279 | $109,327+41.1% | $89,391+72.6% | $158,922-2.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.53% | 345.68%-323.1pp | 245.62%-223.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,268 | $3,170-60.0% | $2,586-51.0% | $4,761-73.4% |
| Participant deferral / active EE | $7,853 | $4,598+70.8% | $3,890+101.9% | $5,982+31.3% |
| Admin fee / account holder | $181 | $6,153-97.1% | $4,881-96.3% | $11,246-98.4% |