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 | $208,393 | $138,065+50.9% | $123,544+68.7% | $135,375+53.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.52% | 153.68%-145.2pp | 119.20%-110.7pp | 519.73%-511.2pp |
| Employer contribution / active EE | $3,490 | $5,151-32.3% | $4,628-24.6% | $4,779-27.0% |
| Participant deferral / active EE | $8,695 | $6,799+27.9% | $6,426+35.3% | $5,609+55.0% |
| Admin fee / account holder | $75 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |