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 | $236,943 | $148,534+59.5% | $135,903+74.3% | $139,434+69.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.39% | 79.19%-58.8pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $4,724 | $5,243-9.9% | $4,856-2.7% | $4,751-0.6% |
| Participant deferral / active EE | $16,531 | $8,100+104.1% | $7,758+113.1% | $6,710+146.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |