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 | $216,939 | $96,635+124.5% | $86,612+150.5% | $139,434+55.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.28% | 106.41%-91.1pp | 591.07%-575.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $5,445 | $3,263+66.9% | $3,022+80.1% | $4,751+14.6% |
| Participant deferral / active EE | $15,651 | $4,836+223.6% | $4,438+252.7% | $6,710+133.2% |
| Admin fee / account holder | $6 | $6,408-99.9% | $5,614-99.9% | $11,403-99.9% |