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 | $222,293 | $165,335+34.4% | $149,696+48.5% | $158,922+39.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.08% | 348.15%-334.1pp | 276.60%-262.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $19,762 | $5,103+287.3% | $4,644+325.5% | $4,761+315.1% |
| Participant deferral / active EE | $13,396 | $7,181+86.5% | $6,842+95.8% | $5,982+123.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |