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 | $232,311 | $175,202+32.6% | $149,673+55.2% | $139,434+66.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.40% | 166.71%-141.3pp | 134.42%-109.0pp | 372.94%-347.5pp |
| Employer contribution / active EE | $17,605 | $5,474+221.6% | $4,818+265.4% | $4,751+270.6% |
| Participant deferral / active EE | $10,407 | $6,519+59.6% | $5,680+83.2% | $6,710+55.1% |
| Admin fee / account holder | $141 | $16,150-99.1% | $13,210-98.9% | $11,403-98.8% |