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 | $185,462 | $102,966+80.1% | $90,281+105.4% | $152,861+21.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.62% | 95.16%-70.5pp | 78.10%-53.5pp | 345.32%-320.7pp |
| Employer contribution / active EE | $14,599 | $3,139+365.1% | $2,854+411.5% | $4,762+206.6% |
| Participant deferral / active EE | $10,909 | $4,281+154.8% | $3,885+180.8% | $5,850+86.5% |
| Admin fee / account holder | $18 | $6,171-99.7% | $5,351-99.7% | $11,596-99.8% |