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 | $218,145 | $226,064-3.5% | $182,532+19.5% | $152,861+42.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.89% | 192.51%-166.6pp | 148.54%-122.6pp | 345.32%-319.4pp |
| Employer contribution / active EE | $4,372 | $4,978-12.2% | $4,076+7.3% | $4,762-8.2% |
| Participant deferral / active EE | $8,429 | $6,368+32.4% | $5,524+52.6% | $5,850+44.1% |
| Admin fee / account holder | $26 | $10,703-99.8% | $8,592-99.7% | $11,596-99.8% |