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 | $210,304 | $100,852+108.5% | $90,404+132.6% | $158,922+32.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 16.75% | 1724.20%-1707.5pp | 1293.02%-1276.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $844 | $3,689-77.1% | $3,262-74.1% | $4,761-82.3% |
| Participant deferral / active EE | $7,608 | $4,348+75.0% | $3,963+92.0% | $5,982+27.2% |
| Admin fee / account holder | $15 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |