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 | $245,407 | $117,841+108.3% | $102,423+139.6% | $145,922+68.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.53% | 31.65%-18.1pp | 29.32%-15.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $12,094 | $3,615+234.6% | $3,023+300.0% | $4,660+159.5% |
| Participant deferral / active EE | $34,460 | $5,731+501.3% | $5,053+582.0% | $6,688+415.3% |
| Admin fee / account holder | $214 | $13,326-98.4% | $9,451-97.7% | $13,397-98.4% |