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 | $243,944 | $118,849+105.3% | $96,562+152.6% | $167,490+45.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.76% | 50.49%-30.7pp | 37.78%-18.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $6,601 | $3,120+111.6% | $2,356+180.1% | $4,837+36.5% |
| Participant deferral / active EE | $18,309 | $4,616+296.6% | $3,849+375.7% | $6,341+188.7% |
| Admin fee / account holder | -$483 | $8,065-106.0% | $6,181-107.8% | $12,309-103.9% |