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 | $170,696 | $107,334+59.0% | $92,893+83.8% | $152,861+11.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.29% | 145.58%-131.3pp | 109.41%-95.1pp | 345.32%-331.0pp |
| Employer contribution / active EE | $18,176 | $4,221+330.6% | $3,653+397.6% | $4,762+281.7% |
| Participant deferral / active EE | $9,600 | $4,845+98.2% | $4,236+126.6% | $5,850+64.1% |
| Admin fee / account holder | $17 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |