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 | $225,040 | $74,888+200.5% | $71,209+216.0% | $142,382+58.1% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 39.82% | 345.14%-305.3pp | 282.51%-242.7pp | 217.08%-177.3pp |
| Employer contribution / active EE | $18,762 | $2,854+557.3% | $2,721+589.5% | $4,299+336.4% |
| Participant deferral / active EE | $5,240 | $4,454+17.6% | $4,175+25.5% | $6,507-19.5% |
| Admin fee / account holder | $145 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |