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 | $220,010 | $100,901+118.0% | $75,670+190.8% | $147,584+49.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 17.99% | 35.78%-17.8pp | 27.34%-9.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,924 | $3,253-40.9% | $2,352-18.2% | $4,876-60.5% |
| Participant deferral / active EE | $10,582 | $4,027+162.8% | $3,142+236.8% | $5,439+94.6% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |