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 6-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 | $100,409 | $165,335-39.3% | $149,696-32.9% | $158,922-36.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.28% | 348.15%-311.9pp | 276.60%-240.3pp | 302.83%-266.5pp |
| Employer contribution / active EE | $13,831 | $5,103+171.0% | $4,644+197.8% | $4,761+190.5% |
| Participant deferral / active EE | $15,055 | $7,181+109.6% | $6,842+120.0% | $5,982+151.7% |
| Admin fee / account holder | $182 | $10,807-98.3% | $9,309-98.0% | $11,246-98.4% |