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 | $159,837 | $110,257+45.0% | $96,544+65.6% | $139,434+14.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.58% | 26.32%-10.7pp | 25.84%-10.3pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,208 | $3,620-39.0% | $2,965-25.5% | $4,751-53.5% |
| Participant deferral / active EE | $4,156 | $5,548-25.1% | $4,851-14.3% | $6,710-38.1% |
| Admin fee / account holder | $30 | $11,591-99.7% | $8,252-99.6% | $11,403-99.7% |