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 | $165,375 | $154,117+7.3% | $129,995+27.2% | $139,434+18.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.68% | 32.48%-14.8pp | -137.18%+154.9pp | 372.94%-355.3pp |
| Employer contribution / active EE | $18,550 | $5,289+250.7% | $4,320+329.4% | $4,751+290.5% |
| Participant deferral / active EE | $11,673 | $6,710+74.0% | $5,820+100.6% | $6,710+74.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |