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 | $233,845 | $165,335+41.4% | $149,696+56.2% | $158,922+47.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.04% | 348.15%-332.1pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $8,757 | $5,103+71.6% | $4,644+88.5% | $4,761+83.9% |
| Participant deferral / active EE | $9,844 | $7,181+37.1% | $6,842+43.9% | $5,982+64.6% |
| Admin fee / account holder | $118 | $10,807-98.9% | $9,309-98.7% | $11,246-99.0% |