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 | $206,640 | $137,414+50.4% | $189,513+9.0% | $85,850+140.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 40.12% | 38.14%+2.0pp | 555.15%-515.0pp | 318.53%-278.4pp |
| Employer contribution / active EE | $4,032 | $4,344-7.2% | $6,162-34.6% | $2,565+57.2% |
| Participant deferral / active EE | $6,099 | $6,260-2.6% | $8,221-25.8% | $3,952+54.3% |
| Admin fee / account holder | $223 | $8,630-97.4% | $12,045-98.1% | $6,260-96.4% |