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 | $182,805 | $175,202+4.3% | $149,673+22.1% | $139,434+31.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.21% | 166.71%-153.5pp | 134.42%-121.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $26,853 | $5,474+390.5% | $4,818+457.4% | $4,751+465.2% |
| Participant deferral / active EE | $10,841 | $6,519+66.3% | $5,680+90.9% | $6,710+61.6% |
| Admin fee / account holder | $69 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |