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 | $244,825 | $209,411+16.9% | $178,490+37.2% | $158,922+54.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.75% | 188.75%-169.0pp | 151.07%-131.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $2,656 | $5,706-53.5% | $5,011-47.0% | $4,761-44.2% |
| Participant deferral / active EE | $7,600 | $5,954+27.6% | $5,202+46.1% | $5,982+27.0% |
| Admin fee / account holder | $114 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |