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 | $212,178 | $217,402-2.4% | $185,823+14.2% | $167,490+26.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.77% | 148.36%-136.6pp | 122.05%-110.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $10,753 | $5,873+83.1% | $5,167+108.1% | $4,837+122.3% |
| Participant deferral / active EE | $8,203 | $6,356+29.0% | $5,568+47.3% | $6,341+29.4% |
| Admin fee / account holder | $236 | $19,811-98.8% | $16,237-98.5% | $12,309-98.1% |