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 | $184,762 | $81,632+126.3% | $70,449+162.3% | $158,922+16.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 22.10% | 208.40%-186.3pp | 109.03%-86.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $4,004 | $3,217+24.5% | $2,737+46.3% | $4,761-15.9% |
| Participant deferral / active EE | $12,973 | $4,554+184.9% | $3,709+249.8% | $5,982+116.9% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |