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 | $203,826 | $142,405+43.1% | $115,157+77.0% | $152,861+33.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.74% | 41.48%-19.7pp | 35.60%-13.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,870 | $4,010-53.4% | $3,179-41.2% | $4,762-60.7% |
| Participant deferral / active EE | $17,083 | $5,164+230.8% | $4,168+309.8% | $5,850+192.0% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |