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 | $245,769 | $197,591+24.4% | $177,821+38.2% | $158,922+54.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.95% | 58.76%-33.8pp | 48.32%-23.4pp | 302.83%-277.9pp |
| Employer contribution / active EE | $1,801 | $6,697-73.1% | $5,918-69.6% | $4,761-62.2% |
| Participant deferral / active EE | $11,891 | $8,405+41.5% | $7,714+54.1% | $5,982+98.8% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |