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 | $165,111 | $118,849+38.9% | $96,562+71.0% | $167,490-1.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.98% | 50.49%-29.5pp | 37.78%-16.8pp | 478.56%-457.6pp |
| Employer contribution / active EE | $15,836 | $3,120+407.6% | $2,356+572.0% | $4,837+227.4% |
| Participant deferral / active EE | $14,000 | $4,616+203.3% | $3,849+263.7% | $6,341+120.8% |
| Admin fee / account holder | $112 | $8,065-98.6% | $6,181-98.2% | $12,309-99.1% |