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 | $158,529 | $135,952+16.6% | $123,892+28.0% | $273,961-42.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 21.81% | 56.63%-34.8pp | 47.52%-25.7pp | 41.45%-19.6pp |
| Employer contribution / active EE | $42,550 | $5,170+723.1% | $4,617+821.6% | $4,869+774.0% |
| Participant deferral / active EE | $18,537 | $6,343+192.3% | $5,984+209.8% | $5,287+250.6% |
| Admin fee / account holder | $146 | $9,817-98.5% | $8,357-98.3% | $10,132-98.6% |