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 | $240,529 | $232,540+3.4% | $185,117+29.9% | $147,584+63.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.81% | 43.03%-22.2pp | 40.50%-19.7pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,419 | $5,195-53.4% | $4,182-42.2% | $4,876-50.4% |
| Participant deferral / active EE | $19,200 | $5,834+229.1% | $5,045+280.6% | $5,439+253.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |