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 | $156,273 | $118,849+31.5% | $96,562+61.8% | $167,490-6.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 25.75% | 50.49%-24.7pp | 37.78%-12.0pp | 478.56%-452.8pp |
| Employer contribution / active EE | $6,806 | $3,120+118.2% | $2,356+188.8% | $4,837+40.7% |
| Participant deferral / active EE | $4,002 | $4,616-13.3% | $3,849+4.0% | $6,341-36.9% |
| Admin fee / account holder | $59 | $8,065-99.3% | $6,181-99.0% | $12,309-99.5% |