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 | $196,680 | $107,334+83.2% | $92,893+111.7% | $152,861+28.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.38% | 145.58%-125.2pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,775 | $4,221-10.6% | $3,653+3.3% | $4,762-20.7% |
| Participant deferral / active EE | $8,341 | $4,845+72.2% | $4,236+96.9% | $5,850+42.6% |
| Admin fee / account holder | $28 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |