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 | $233,818 | $201,272+16.2% | $184,203+26.9% | $145,922+60.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.37% | 29.00%-11.6pp | 28.81%-11.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $4,732 | $7,022-32.6% | $6,427-26.4% | $4,660+1.6% |
| Participant deferral / active EE | $13,045 | $9,806+33.0% | $9,131+42.9% | $6,688+95.1% |
| Admin fee / account holder | $133 | $16,364-99.2% | $13,901-99.0% | $13,397-99.0% |