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 | $226,781 | $135,635+67.2% | $110,238+105.7% | $135,375+67.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 18.85% | 513.19%-494.3pp | 314.74%-295.9pp | 519.73%-500.9pp |
| Employer contribution / active EE | $4,211 | $4,906-14.2% | $3,826+10.0% | $4,779-11.9% |
| Participant deferral / active EE | $3,219 | $5,506-41.5% | $4,672-31.1% | $5,609-42.6% |
| Admin fee / account holder | $204 | $11,457-98.2% | $8,547-97.6% | $10,827-98.1% |