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 | $212,500 | $114,381+85.8% | $107,525+97.6% | $142,382+49.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.44% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $10,431 | $4,015+159.8% | $3,754+177.9% | $4,299+142.6% |
| Participant deferral / active EE | $8,788 | $5,564+57.9% | $5,116+71.8% | $6,507+35.0% |
| Admin fee / account holder | $164 | $9,860-98.3% | $8,919-98.2% | $12,624-98.7% |