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 | $211,353 | $108,919+94.0% | $100,391+110.5% | $145,922+44.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.81% | 57.88%-36.1pp | 49.20%-27.4pp | 561.29%-539.5pp |
| Employer contribution / active EE | $2,627 | $4,419-40.6% | $3,942-33.3% | $4,660-43.6% |
| Participant deferral / active EE | $14,524 | $8,445+72.0% | $8,082+79.7% | $6,688+117.2% |
| Admin fee / account holder | $295 | $9,689-97.0% | $7,899-96.3% | $13,397-97.8% |