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 | $210,678 | $148,534+41.8% | $135,903+55.0% | $139,434+51.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.98% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $8,020 | $5,243+53.0% | $4,856+65.2% | $4,751+68.8% |
| Participant deferral / active EE | $23,285 | $8,100+187.5% | $7,758+200.1% | $6,710+247.0% |
| Admin fee / account holder | $137 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |