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 | $186,420 | $124,319+50.0% | $111,297+67.5% | $167,490+11.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.30% | 37.44%-24.1pp | 54.65%-41.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $7,286 | $3,435+112.1% | $2,731+166.8% | $4,837+50.6% |
| Participant deferral / active EE | $5,342 | $5,180+3.1% | $4,487+19.0% | $6,341-15.8% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |