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 | $202,748 | $183,963+10.2% | $162,163+25.0% | $152,861+32.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 12.97% | 150.76%-137.8pp | 115.59%-102.6pp | 345.32%-332.4pp |
| Employer contribution / active EE | $2,661 | $6,371-58.2% | $5,614-52.6% | $4,762-44.1% |
| Participant deferral / active EE | $8,312 | $8,034+3.5% | $7,298+13.9% | $5,850+42.1% |
| Admin fee / account holder | $234 | $13,121-98.2% | $10,843-97.8% | $11,596-98.0% |