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 | $199,513 | $177,572+12.4% | $154,803+28.9% | $142,382+40.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.34% | 65.07%-50.7pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $10,236 | $4,810+112.8% | $4,305+137.8% | $4,299+138.1% |
| Participant deferral / active EE | $10,568 | $6,272+68.5% | $5,540+90.7% | $6,507+62.4% |
| Admin fee / account holder | $175 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |