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 | $204,136 | $165,984+23.0% | $164,813+23.9% | $145,922+39.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.99% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $23,556 | $5,273+346.7% | $4,341+442.7% | $4,660+405.5% |
| Participant deferral / active EE | $11,038 | $6,959+58.6% | $6,031+83.0% | $6,688+65.1% |
| Admin fee / account holder | $5 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |