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 | $224,596 | $165,984+35.3% | $164,813+36.3% | $145,922+53.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.09% | 100.03%-81.9pp | 69.93%-51.8pp | 561.29%-543.2pp |
| Employer contribution / active EE | $23,163 | $5,273+339.3% | $4,341+433.6% | $4,660+397.1% |
| Participant deferral / active EE | $9,919 | $6,959+42.5% | $6,031+64.5% | $6,688+48.3% |
| Admin fee / account holder | $80 | $16,648-99.5% | $12,690-99.4% | $13,397-99.4% |