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 | $206,994 | $197,591+4.8% | $177,821+16.4% | $158,922+30.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 39.56% | 58.76%-19.2pp | 48.32%-8.8pp | 302.83%-263.3pp |
| Employer contribution / active EE | $19,255 | $6,697+187.5% | $5,918+225.3% | $4,761+304.4% |
| Participant deferral / active EE | $7,936 | $8,405-5.6% | $7,714+2.9% | $5,982+32.7% |
| Admin fee / account holder | $9 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |