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 | $208,793 | $101,069+106.6% | $81,478+156.3% | $147,584+41.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.58% | 32.40%-18.8pp | 38.78%-25.2pp | 578.55%-565.0pp |
| Employer contribution / active EE | $13,348 | $3,205+316.4% | $2,568+419.8% | $4,876+173.7% |
| Participant deferral / active EE | $6,497 | $4,242+53.2% | $3,537+83.7% | $5,439+19.5% |
| Admin fee / account holder | $4 | $5,812-99.9% | $4,561-99.9% | $10,885-100.0% |