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 | $242,256 | $148,534+63.1% | $135,903+78.3% | $139,434+73.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.29% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.7pp |
| Employer contribution / active EE | $5,828 | $5,243+11.2% | $4,856+20.0% | $4,751+22.7% |
| Participant deferral / active EE | $16,184 | $8,100+99.8% | $7,758+108.6% | $6,710+141.2% |
| Admin fee / account holder | $249 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |