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 | $228,538 | $227,553+0.4% | $189,557+20.6% | $167,490+36.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.01% | 78.40%-68.4pp | 64.17%-54.2pp | 478.56%-468.6pp |
| Employer contribution / active EE | $19,363 | $5,316+264.2% | $4,412+338.8% | $4,837+300.3% |
| Participant deferral / active EE | $7,156 | $7,002+2.2% | $6,174+15.9% | $6,341+12.8% |
| Admin fee / account holder | $100 | $11,878-99.2% | $9,807-99.0% | $12,309-99.2% |