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 | $154,649 | $135,952+13.8% | $123,892+24.8% | $273,961-43.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 240.02% | 56.63%+183.4pp | 47.52%+192.5pp | 41.45%+198.6pp |
| Employer contribution / active EE | $16,240 | $5,170+214.1% | $4,617+251.7% | $4,869+233.6% |
| Participant deferral / active EE | $13,992 | $6,343+120.6% | $5,984+133.8% | $5,287+164.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |