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 | $182,503 | $111,724+63.4% | $93,606+95.0% | $145,922+25.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.24% | 202.98%-194.7pp | 133.20%-125.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $3,587 | $3,090+16.1% | $2,420+48.2% | $4,660-23.0% |
| Participant deferral / active EE | $11,083 | $4,912+125.6% | $4,411+151.2% | $6,688+65.7% |
| Admin fee / account holder | $19 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |