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 | $233,111 | $109,327+113.2% | $89,391+160.8% | $158,922+46.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.23% | 345.68%-329.4pp | 245.62%-229.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,597 | $3,170+13.5% | $2,586+39.1% | $4,761-24.5% |
| Participant deferral / active EE | $4,496 | $4,598-2.2% | $3,890+15.6% | $5,982-24.8% |
| Admin fee / account holder | $227 | $6,153-96.3% | $4,881-95.3% | $11,246-98.0% |