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 | $245,563 | $197,591+24.3% | $177,821+38.1% | $158,922+54.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.14% | 58.76%-43.6pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,130 | $6,697-68.2% | $5,918-64.0% | $4,761-55.3% |
| Participant deferral / active EE | $20,622 | $8,405+145.4% | $7,714+167.3% | $5,982+244.7% |
| Admin fee / account holder | $160 | $15,399-99.0% | $12,427-98.7% | $11,246-98.6% |