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 | $156,783 | $106,890+46.7% | $84,015+86.6% | $152,861+2.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.82% | 104.99%-84.2pp | 71.31%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $3,435 | $2,734+25.6% | $1,983+73.2% | $4,762-27.9% |
| Participant deferral / active EE | $7,322 | $4,011+82.5% | $3,239+126.1% | $5,850+25.2% |
| Admin fee / account holder | $138 | $8,285-98.3% | $6,101-97.7% | $11,596-98.8% |