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 | $242,915 | $163,101+48.9% | $136,749+77.6% | $142,382+70.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.47% | 27.54%-17.1pp | 24.33%-13.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $10,912 | $4,117+165.1% | $3,400+221.0% | $4,299+153.8% |
| Participant deferral / active EE | $14,022 | $5,585+151.1% | $4,692+198.8% | $6,507+115.5% |
| Admin fee / account holder | $131 | $14,318-99.1% | $11,386-98.8% | $12,624-99.0% |