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 | $208,272 | $82,630+152.1% | $64,105+224.9% | $125,391+66.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 2.13% | 1489.72%-1487.6pp | 791.24%-789.1pp | 282.22%-280.1pp |
| Employer contribution / active EE | $7,763 | $2,671+190.6% | $1,820+326.6% | $4,866+59.5% |
| Participant deferral / active EE | $6,725 | $3,608+86.4% | $2,822+138.3% | $5,352+25.7% |
| Admin fee / account holder | $29 | $6,382-99.5% | $4,499-99.4% | $9,540-99.7% |