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 | $240,514 | $102,966+133.6% | $90,281+166.4% | $152,861+57.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.81% | 95.16%-68.3pp | 78.10%-51.3pp | 345.32%-318.5pp |
| Employer contribution / active EE | $14,449 | $3,139+360.4% | $2,854+406.2% | $4,762+203.4% |
| Participant deferral / active EE | $16,379 | $4,281+282.6% | $3,885+321.6% | $5,850+180.0% |
| Admin fee / account holder | $60 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |