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 | $178,030 | $159,901+11.3% | $146,958+21.1% | $145,922+22.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.00% | 98.13%-78.1pp | 418.34%-398.3pp | 561.29%-541.3pp |
| Employer contribution / active EE | $2,685 | $5,286-49.2% | $4,933-45.6% | $4,660-42.4% |
| Participant deferral / active EE | $12,368 | $8,428+46.7% | $8,070+53.3% | $6,688+84.9% |
| Admin fee / account holder | $71 | $15,044-99.5% | $12,998-99.5% | $13,397-99.5% |