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 | $247,899 | $96,635+156.5% | $86,612+186.2% | $139,434+77.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 60.56% | 106.41%-45.9pp | 591.07%-530.5pp | 372.94%-312.4pp |
| Employer contribution / active EE | $5,216 | $3,263+59.9% | $3,022+72.6% | $4,751+9.8% |
| Participant deferral / active EE | $16,354 | $4,836+238.2% | $4,438+268.5% | $6,710+143.7% |
| Admin fee / account holder | $252 | $6,408-96.1% | $5,614-95.5% | $11,403-97.8% |