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 | $208,085 | $209,411-0.6% | $178,490+16.6% | $158,922+30.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.12% | 188.75%-177.6pp | 151.07%-140.0pp | 302.83%-291.7pp |
| Employer contribution / active EE | $21,113 | $5,706+270.0% | $5,011+321.4% | $4,761+343.4% |
| Participant deferral / active EE | $16,525 | $5,954+177.5% | $5,202+217.7% | $5,982+176.2% |
| Admin fee / account holder | $35 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |