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 | $203,774 | $183,963+10.8% | $162,163+25.7% | $152,861+33.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.18% | 150.76%-129.6pp | 115.59%-94.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $11,961 | $6,371+87.7% | $5,614+113.1% | $4,762+151.2% |
| Participant deferral / active EE | $9,152 | $8,034+13.9% | $7,298+25.4% | $5,850+56.4% |
| Admin fee / account holder | $270 | $13,121-97.9% | $10,843-97.5% | $11,596-97.7% |