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 | $191,476 | $113,935+68.1% | $94,224+103.2% | $125,391+52.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 291.01% | 5.29%+285.7pp | 10.68%+280.3pp | 282.22%+8.8pp |
| Employer contribution / active EE | $2,043 | $4,727-56.8% | $3,587-43.0% | $4,866-58.0% |
| Participant deferral / active EE | $3,412 | $5,179-34.1% | $4,320-21.0% | $5,352-36.2% |
| Admin fee / account holder | $90 | $8,391-98.9% | $6,269-98.6% | $9,540-99.1% |