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 | $213,540 | $142,405+50.0% | $115,157+85.4% | $152,861+39.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 14.77% | 41.48%-26.7pp | 35.60%-20.8pp | 345.32%-330.5pp |
| Employer contribution / active EE | $7,051 | $4,010+75.9% | $3,179+121.8% | $4,762+48.1% |
| Participant deferral / active EE | $4,659 | $5,164-9.8% | $4,168+11.8% | $5,850-20.4% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |