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 | $230,693 | $154,228+49.6% | $145,433+58.6% | $137,256+68.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.93% | 74.59%-58.7pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,866 | $4,804-19.5% | $4,554-15.1% | $4,156-7.0% |
| Participant deferral / active EE | $8,761 | $8,216+6.6% | $7,897+10.9% | $6,407+36.7% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |