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 | $169,075 | $165,984+1.9% | $164,813+2.6% | $145,922+15.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.48% | 100.03%-78.6pp | 69.93%-48.5pp | 561.29%-539.8pp |
| Employer contribution / active EE | $10,836 | $5,273+105.5% | $4,341+149.6% | $4,660+132.6% |
| Participant deferral / active EE | $16,248 | $6,959+133.5% | $6,031+169.4% | $6,688+143.0% |
| Admin fee / account holder | $65 | $16,648-99.6% | $12,690-99.5% | $13,397-99.5% |