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 | $226,257 | $152,587+48.3% | $125,175+80.8% | $152,861+48.0% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 24.44% | 54.84%-30.4pp | 43.79%-19.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $20,961 | $4,946+323.8% | $3,865+442.3% | $4,762+340.1% |
| Participant deferral / active EE | $11,346 | $5,868+93.4% | $4,937+129.8% | $5,850+93.9% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |