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 | $242,913 | $201,272+20.7% | $184,203+31.9% | $145,922+66.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.06% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,478 | $7,022-64.7% | $6,427-61.4% | $4,660-46.8% |
| Participant deferral / active EE | $10,537 | $9,806+7.5% | $9,131+15.4% | $6,688+57.6% |
| Admin fee / account holder | $1 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |