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 | $227,876 | $77,419+194.3% | $69,455+228.1% | $152,861+49.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.12% | 39.06%-15.9pp | 28.97%-5.8pp | 345.32%-322.2pp |
| Employer contribution / active EE | $7,260 | $3,315+119.0% | $2,779+161.2% | $4,762+52.4% |
| Participant deferral / active EE | $11,076 | $4,414+151.0% | $3,535+213.3% | $5,850+89.3% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |