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 | $213,804 | $157,256+36.0% | $141,162+51.5% | $152,861+39.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.44% | 64.32%-47.9pp | 71.39%-54.9pp | 345.32%-328.9pp |
| Employer contribution / active EE | $4,760 | $5,261-9.5% | $4,735+0.5% | $4,7620% |
| Participant deferral / active EE | $11,981 | $7,109+68.5% | $6,709+78.6% | $5,850+104.8% |
| Admin fee / account holder | $86 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |