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 | $221,248 | $210,648+5.0% | $177,989+24.3% | $145,922+51.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.09% | 385.86%-371.8pp | 294.48%-280.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $13,632 | $4,565+198.6% | $3,949+245.2% | $4,660+192.5% |
| Participant deferral / active EE | $15,250 | $6,958+119.2% | $6,276+143.0% | $6,688+128.0% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |