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 | $161,437 | $135,635+19.0% | $110,238+46.4% | $135,375+19.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.39% | 513.19%-507.8pp | 314.74%-309.3pp | 519.73%-514.3pp |
| Employer contribution / active EE | $14,013 | $4,906+185.6% | $3,826+266.2% | $4,779+193.2% |
| Participant deferral / active EE | $9,556 | $5,506+73.5% | $4,672+104.5% | $5,609+70.4% |
| Admin fee / account holder | $107 | $11,457-99.1% | $8,547-98.7% | $10,827-99.0% |