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 | $215,088 | $179,726+19.7% | $156,263+37.6% | $142,382+51.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.15% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,757 | $5,069-25.9% | $4,333-13.3% | $4,299-12.6% |
| Participant deferral / active EE | $7,982 | $6,956+14.7% | $6,158+29.6% | $6,507+22.7% |
| Admin fee / account holder | $3 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |