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 | $163,304 | $148,534+9.9% | $135,903+20.2% | $139,434+17.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.78% | 79.19%-55.4pp | 68.23%-44.5pp | 372.94%-349.2pp |
| Employer contribution / active EE | $15,377 | $5,243+193.3% | $4,856+216.7% | $4,751+223.7% |
| Participant deferral / active EE | $11,658 | $8,100+43.9% | $7,758+50.3% | $6,710+73.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |