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 | $230,520 | $117,381+96.4% | $99,443+131.8% | $152,861+50.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 20.27% | 31.87%-11.6pp | 30.72%-10.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $12,000 | $3,013+298.3% | $2,540+372.5% | $4,762+152.0% |
| Participant deferral / active EE | $7,908 | $4,086+93.5% | $3,619+118.5% | $5,850+35.2% |
| Admin fee / account holder | $2 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |