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 | $72,071+212.2% | $68,368+229.2% | $137,256+64.0% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 39.82% | 353.14%-313.3pp | 292.57%-252.8pp | 220.34%-180.5pp |
| Employer contribution / active EE | $18,762 | $2,788+573.0% | $2,649+608.3% | $4,156+351.4% |
| Participant deferral / active EE | $5,240 | $4,410+18.8% | $4,123+27.1% | $6,407-18.2% |
| Admin fee / account holder | $145 | $5,336-97.3% | $5,150-97.2% | $12,270-98.8% |