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 | $234,293 | $124,185+88.7% | $108,410+116.1% | $167,490+39.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.06% | 1379.64%-1365.6pp | 905.27%-891.2pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,680 | $4,187-36.0% | $3,558-24.7% | $4,837-44.6% |
| Participant deferral / active EE | $6,176 | $6,908-10.6% | $6,563-5.9% | $6,341-2.6% |
| Admin fee / account holder | $34 | $9,455-99.6% | $7,295-99.5% | $12,309-99.7% |