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 | $224,541 | $101,069+122.2% | $81,478+175.6% | $147,584+52.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.98% | 32.40%-13.4pp | 38.78%-19.8pp | 578.55%-559.6pp |
| Employer contribution / active EE | $16,934 | $3,205+428.3% | $2,568+559.5% | $4,876+247.3% |
| Participant deferral / active EE | $15,729 | $4,242+270.8% | $3,537+344.7% | $5,439+189.2% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |