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 | $206,434 | $124,185+66.2% | $108,410+90.4% | $167,490+23.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.06% | 1379.64%-1360.6pp | 905.27%-886.2pp | 478.56%-459.5pp |
| Employer contribution / active EE | $3,560 | $4,187-15.0% | $3,558+0.1% | $4,837-26.4% |
| Participant deferral / active EE | $9,320 | $6,908+34.9% | $6,563+42.0% | $6,341+47.0% |
| Admin fee / account holder | $67 | $9,455-99.3% | $7,295-99.1% | $12,309-99.5% |