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 | $143,440 | $217,402-34.0% | $185,823-22.8% | $167,490-14.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.19% | 148.36%-132.2pp | 122.05%-105.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $7,189 | $5,873+22.4% | $5,167+39.1% | $4,837+48.6% |
| Participant deferral / active EE | $7,743 | $6,356+21.8% | $5,568+39.1% | $6,341+22.1% |
| Admin fee / account holder | -$180 | $19,811-100.9% | $16,237-101.1% | $12,309-101.5% |