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 | $177,540 | $183,963-3.5% | $162,163+9.5% | $152,861+16.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.88% | 150.76%-127.9pp | 115.59%-92.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $14,573 | $6,371+128.7% | $5,614+159.6% | $4,762+206.0% |
| Participant deferral / active EE | $8,222 | $8,034+2.3% | $7,298+12.7% | $5,850+40.5% |
| Admin fee / account holder | $97 | $13,121-99.3% | $10,843-99.1% | $11,596-99.2% |