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 | $188,739 | $175,202+7.7% | $149,673+26.1% | $139,434+35.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.62% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $15,113 | $5,474+176.1% | $4,818+213.7% | $4,751+218.1% |
| Participant deferral / active EE | $3,418 | $6,519-47.6% | $5,680-39.8% | $6,710-49.1% |
| Admin fee / account holder | $257 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |