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 | $188,162 | $165,335+13.8% | $149,696+25.7% | $158,922+18.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.45% | 348.15%-321.7pp | 276.60%-250.1pp | 302.83%-276.4pp |
| Employer contribution / active EE | $2,731 | $5,103-46.5% | $4,644-41.2% | $4,761-42.6% |
| Participant deferral / active EE | $11,969 | $7,181+66.7% | $6,842+74.9% | $5,982+100.1% |
| Admin fee / account holder | $35 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |