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 | $191,206 | $176,056+8.6% | $159,436+19.9% | $167,490+14.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.76% | 331.75%-313.0pp | 263.57%-244.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $6,598 | $5,297+24.6% | $4,829+36.6% | $4,837+36.4% |
| Participant deferral / active EE | $13,926 | $7,750+79.7% | $7,352+89.4% | $6,341+119.6% |
| Admin fee / account holder | $50 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |