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 | $241,408 | $214,378+12.6% | $200,582+20.4% | $142,382+69.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 32.35% | 46.41%-14.1pp | 42.33%-10.0pp | 217.08%-184.7pp |
| Employer contribution / active EE | $7,843 | $6,841+14.6% | $6,419+22.2% | $4,299+82.4% |
| Participant deferral / active EE | $15,596 | $9,865+58.1% | $9,331+67.1% | $6,507+139.7% |
| Admin fee / account holder | $127 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |