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 | $213,080 | $77,419+175.2% | $69,455+206.8% | $152,861+39.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 24.38% | 39.06%-14.7pp | 28.97%-4.6pp | 345.32%-320.9pp |
| Employer contribution / active EE | $7,651 | $3,315+130.8% | $2,779+175.3% | $4,762+60.7% |
| Participant deferral / active EE | $7,700 | $4,414+74.5% | $3,535+117.8% | $5,850+31.6% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |