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 | $180,298 | $114,381+57.6% | $107,525+67.7% | $142,382+26.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.13% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $12,369 | $4,015+208.1% | $3,754+229.5% | $4,299+187.7% |
| Participant deferral / active EE | $6,077 | $5,564+9.2% | $5,116+18.8% | $6,507-6.6% |
| Admin fee / account holder | $54 | $9,860-99.4% | $8,919-99.4% | $12,624-99.6% |