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 | $157,397 | $107,934+45.8% | $91,989+71.1% | $152,861+3.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 18.17% | 89.24%-71.1pp | 69.02%-50.8pp | 345.32%-327.1pp |
| Employer contribution / active EE | $11,390 | $4,210+170.5% | $3,452+230.0% | $4,762+139.2% |
| Participant deferral / active EE | $10,350 | $6,364+62.6% | $5,923+74.8% | $5,850+76.9% |
| Admin fee / account holder | $88 | $10,520-99.2% | $7,743-98.9% | $11,596-99.2% |