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 | $231,481 | $112,096+106.5% | $95,952+141.2% | $158,922+45.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 30.80% | 171.09%-140.3pp | 91.61%-60.8pp | 302.83%-272.0pp |
| Employer contribution / active EE | $17,499 | $3,198+447.2% | $2,541+588.7% | $4,761+267.5% |
| Participant deferral / active EE | $14,842 | $4,784+210.2% | $4,167+256.2% | $5,982+148.1% |
| Admin fee / account holder | $15 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |