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 | $228,618 | $176,056+29.9% | $159,436+43.4% | $167,490+36.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.37% | 331.75%-321.4pp | 263.57%-253.2pp | 478.56%-468.2pp |
| Employer contribution / active EE | $3,727 | $5,297-29.6% | $4,829-22.8% | $4,837-23.0% |
| Participant deferral / active EE | $4,691 | $7,750-39.5% | $7,352-36.2% | $6,341-26.0% |
| Admin fee / account holder | $247 | $12,554-98.0% | $10,799-97.7% | $12,309-98.0% |