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 | $213,555 | $148,534+43.8% | $135,903+57.1% | $139,434+53.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.07% | 79.19%-53.1pp | 68.23%-42.2pp | 372.94%-346.9pp |
| Employer contribution / active EE | $5,610 | $5,243+7.0% | $4,856+15.5% | $4,751+18.1% |
| Participant deferral / active EE | $12,885 | $8,100+59.1% | $7,758+66.1% | $6,710+92.0% |
| Admin fee / account holder | $68 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |