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 | $218,940 | $185,822+17.8% | $169,993+28.8% | $139,434+57.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.08% | 60.50%-42.4pp | 53.37%-35.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $31,310 | $7,590+312.5% | $6,785+361.4% | $4,751+559.0% |
| Participant deferral / active EE | $19,289 | $11,622+66.0% | $10,408+85.3% | $6,710+187.5% |
| Admin fee / account holder | $29 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |