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 | $226,152 | $154,117+46.7% | $129,995+74.0% | $139,434+62.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.49% | 32.48%-10.0pp | -137.18%+159.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $19,968 | $5,289+277.5% | $4,320+362.3% | $4,751+320.3% |
| Participant deferral / active EE | $15,107 | $6,710+125.1% | $5,820+159.6% | $6,710+125.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |