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 | $241,802 | $165,335+46.2% | $149,696+61.5% | $158,922+52.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.80% | 348.15%-329.3pp | 276.60%-257.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $6,624 | $5,103+29.8% | $4,644+42.6% | $4,761+39.1% |
| Participant deferral / active EE | $6,788 | $7,181-5.5% | $6,842-0.8% | $5,982+13.5% |
| Admin fee / account holder | $2 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |