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 | $216,208 | $183,963+17.5% | $162,163+33.3% | $152,861+41.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.01% | 150.76%-124.7pp | 115.59%-89.6pp | 345.32%-319.3pp |
| Employer contribution / active EE | $13,986 | $6,371+119.5% | $5,614+149.1% | $4,762+193.7% |
| Participant deferral / active EE | $9,680 | $8,034+20.5% | $7,298+32.6% | $5,850+65.5% |
| Admin fee / account holder | $231 | $13,121-98.2% | $10,843-97.9% | $11,596-98.0% |