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 | $234,283 | $198,466+18.0% | $170,442+37.5% | $147,584+58.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.39% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,072 | $6,184-50.3% | $5,433-43.5% | $4,876-37.0% |
| Participant deferral / active EE | $7,717 | $5,629+37.1% | $4,939+56.2% | $5,439+41.9% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |