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 | $196,084 | $144,119+36.1% | $117,854+66.4% | $147,584+32.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.78% | 531.15%-512.4pp | 335.08%-316.3pp | 578.55%-559.8pp |
| Employer contribution / active EE | $4,035 | $4,896-17.6% | $3,786+6.6% | $4,876-17.3% |
| Participant deferral / active EE | $8,116 | $5,316+52.7% | $4,482+81.1% | $5,439+49.2% |
| Admin fee / account holder | $47 | $10,886-99.6% | $8,020-99.4% | $10,885-99.6% |