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 | $223,431 | $165,912+34.7% | $122,332+82.6% | $147,584+51.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.46% | 34.55%-20.1pp | 30.27%-15.8pp | 578.55%-564.1pp |
| Employer contribution / active EE | $8,502 | $5,754+47.8% | $4,050+109.9% | $4,876+74.4% |
| Participant deferral / active EE | $4,406 | $4,005+10.0% | $3,287+34.0% | $5,439-19.0% |
| Admin fee / account holder | $76 | $7,424-99.0% | $5,478-98.6% | $10,885-99.3% |