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 | $235,878 | $198,466+18.9% | $170,442+38.4% | $147,584+59.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.71% | 257.29%-238.6pp | 205.93%-187.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $5,396 | $6,184-12.7% | $5,433-0.7% | $4,876+10.7% |
| Participant deferral / active EE | $6,932 | $5,629+23.1% | $4,939+40.3% | $5,439+27.5% |
| Admin fee / account holder | $208 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |