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 | $229,818 | $114,381+100.9% | $107,525+113.7% | $142,382+61.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.75% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,920 | $4,015-52.2% | $3,754-48.8% | $4,299-55.3% |
| Participant deferral / active EE | $2,880 | $5,564-48.2% | $5,116-43.7% | $6,507-55.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |