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 | $183,991 | $198,466-7.3% | $170,442+7.9% | $147,584+24.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.27% | 257.29%-241.0pp | 205.93%-189.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $9,114 | $6,184+47.4% | $5,433+67.8% | $4,876+86.9% |
| Participant deferral / active EE | $5,252 | $5,629-6.7% | $4,939+6.3% | $5,439-3.4% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |