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 | $217,314 | $127,264+70.8% | $109,895+97.7% | $167,490+29.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 10.54% | 22.97%-12.4pp | 29.45%-18.9pp | 478.56%-468.0pp |
| Employer contribution / active EE | $15,000 | $3,322+351.5% | $2,842+427.7% | $4,837+210.1% |
| Participant deferral / active EE | $15,600 | $4,514+245.6% | $4,048+285.4% | $6,341+146.0% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |