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 | $196,967 | $202,432-2.7% | $169,368+16.3% | $139,434+41.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.91% | 531.74%-516.8pp | 405.60%-390.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $6,577 | $4,692+40.2% | $4,013+63.9% | $4,751+38.4% |
| Participant deferral / active EE | $6,000 | $6,938-13.5% | $6,221-3.6% | $6,710-10.6% |
| Admin fee / account holder | $206 | $10,708-98.1% | $9,003-97.7% | $11,403-98.2% |