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 | $181,176 | $114,381+58.4% | $107,525+68.5% | $142,382+27.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.66% | 242.71%-222.0pp | 181.32%-160.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,614 | $4,015+14.9% | $3,754+22.9% | $4,299+7.3% |
| Participant deferral / active EE | $10,602 | $5,564+90.5% | $5,116+107.2% | $6,507+62.9% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |