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 | $242,793 | $159,602+52.1% | $150,045+61.8% | $142,382+70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.74% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,384 | $4,961-52.0% | $4,693-49.2% | $4,299-44.6% |
| Participant deferral / active EE | $12,393 | $8,310+49.1% | $7,997+55.0% | $6,507+90.5% |
| Admin fee / account holder | $60 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |