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 | $234,566 | $175,202+33.9% | $149,673+56.7% | $139,434+68.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.57% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,956 | $5,474-46.0% | $4,818-38.7% | $4,751-37.8% |
| Participant deferral / active EE | $8,017 | $6,519+23.0% | $5,680+41.1% | $6,710+19.5% |
| Admin fee / account holder | $251 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |