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 | $223,754 | $177,572+26.0% | $154,803+44.5% | $142,382+57.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.27% | 65.07%-48.8pp | 58.88%-42.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $9,170 | $4,810+90.6% | $4,305+113.0% | $4,299+113.3% |
| Participant deferral / active EE | $8,588 | $6,272+36.9% | $5,540+55.0% | $6,507+32.0% |
| Admin fee / account holder | $218 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |