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 | $222,016 | $148,534+49.5% | $135,903+63.4% | $139,434+59.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.73% | 79.19%-59.5pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $16,700 | $5,243+218.5% | $4,856+243.9% | $4,751+251.5% |
| Participant deferral / active EE | $13,587 | $8,100+67.7% | $7,758+75.1% | $6,710+102.5% |
| Admin fee / account holder | $107 | $12,400-99.1% | $10,762-99.0% | $11,403-99.1% |