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 | $231,797 | $74,888+209.5% | $71,209+225.5% | $142,382+62.8% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 18.93% | 345.14%-326.2pp | 282.51%-263.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $7,860 | $2,854+175.4% | $2,721+188.9% | $4,299+82.8% |
| Participant deferral / active EE | $7,407 | $4,454+66.3% | $4,175+77.4% | $6,507+13.8% |
| Admin fee / account holder | $300 | $5,568-94.6% | $5,349-94.4% | $12,624-97.6% |