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 | $227,452 | $165,335+37.6% | $149,696+51.9% | $158,922+43.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.54% | 348.15%-325.6pp | 276.60%-254.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $15,064 | $5,103+195.2% | $4,644+224.4% | $4,761+216.4% |
| Participant deferral / active EE | $15,064 | $7,181+109.8% | $6,842+120.2% | $5,982+151.8% |
| Admin fee / account holder | $163 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |