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 | $235,660 | $154,117+52.9% | $129,995+81.3% | $139,434+69.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.63% | 32.48%-19.8pp | -137.18%+149.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $11,174 | $5,289+111.3% | $4,320+158.7% | $4,751+135.2% |
| Participant deferral / active EE | $7,765 | $6,710+15.7% | $5,820+33.4% | $6,710+15.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |