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 | $248,484 | $209,411+18.7% | $178,490+39.2% | $158,922+56.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.56% | 188.75%-178.2pp | 151.07%-140.5pp | 302.83%-292.3pp |
| Employer contribution / active EE | $7,500 | $5,706+31.4% | $5,011+49.7% | $4,761+57.5% |
| Participant deferral / active EE | $6,500 | $5,954+9.2% | $5,202+25.0% | $5,982+8.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |