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 | $215,749 | $106,584+102.4% | $101,326+112.9% | $142,382+51.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.17% | 36.93%-21.8pp | 36.82%-21.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,245 | $3,956+7.3% | $3,665+15.8% | $4,299-1.3% |
| Participant deferral / active EE | $6,761 | $8,297-18.5% | $7,994-15.4% | $6,507+3.9% |
| Admin fee / account holder | $40 | $11,446-99.7% | $11,185-99.6% | $12,624-99.7% |