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 | $175,036 | $165,335+5.9% | $149,696+16.9% | $158,922+10.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.61% | 348.15%-336.5pp | 276.60%-265.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $14,025 | $5,103+174.9% | $4,644+202.0% | $4,761+194.6% |
| Participant deferral / active EE | $13,514 | $7,181+88.2% | $6,842+97.5% | $5,982+125.9% |
| Admin fee / account holder | $11 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |