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 | $202,530 | $157,256+28.8% | $141,162+43.5% | $152,861+32.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.64% | 64.32%-40.7pp | 71.39%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $22,560 | $5,261+328.8% | $4,735+376.5% | $4,762+373.7% |
| Participant deferral / active EE | $30,349 | $7,109+326.9% | $6,709+352.4% | $5,850+418.8% |
| Admin fee / account holder | $37 | $12,120-99.7% | $10,261-99.6% | $11,596-99.7% |