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 | $206,617 | $157,256+31.4% | $141,162+46.4% | $152,861+35.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.43% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $7,930 | $5,261+50.7% | $4,735+67.5% | $4,762+66.5% |
| Participant deferral / active EE | $7,435 | $7,109+4.6% | $6,709+10.8% | $5,850+27.1% |
| Admin fee / account holder | $16 | $12,120-99.9% | $10,261-99.8% | $11,596-99.9% |