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 | $193,749 | $198,466-2.4% | $170,442+13.7% | $147,584+31.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.27% | 257.29%-242.0pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $8,300 | $6,184+34.2% | $5,433+52.8% | $4,876+70.2% |
| Participant deferral / active EE | $8,376 | $5,629+48.8% | $4,939+69.6% | $5,439+54.0% |
| Admin fee / account holder | $23 | $16,852-99.9% | $13,880-99.8% | $10,885-99.8% |