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 | $199,899 | $176,056+13.5% | $159,436+25.4% | $167,490+19.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.62% | 331.75%-312.1pp | 263.57%-244.0pp | 478.56%-458.9pp |
| Employer contribution / active EE | $3,987 | $5,297-24.7% | $4,829-17.5% | $4,837-17.6% |
| Participant deferral / active EE | $10,889 | $7,750+40.5% | $7,352+48.1% | $6,341+71.7% |
| Admin fee / account holder | $169 | $12,554-98.7% | $10,799-98.4% | $12,309-98.6% |