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 | $161,217 | $150,187+7.3% | $120,354+34.0% | $145,922+10.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.02% | 154.07%-143.0pp | 107.15%-96.1pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,475 | $4,348-43.1% | $3,463-28.5% | $4,660-46.9% |
| Participant deferral / active EE | $8,091 | $6,173+31.1% | $4,991+62.1% | $6,688+21.0% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |