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 | $89,668 | $83,337+7.6% | $67,834+32.2% | $273,961-67.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 344.71% | 259.45%+85.3pp | 138.47%+206.2pp | 41.45%+303.3pp |
| Employer contribution / active EE | $3,726 | $3,287+13.3% | $2,403+55.0% | $4,869-23.5% |
| Participant deferral / active EE | $8,818 | $4,088+115.7% | $3,160+179.1% | $5,287+66.8% |
| Admin fee / account holder | $36 | $6,752-99.5% | $4,622-99.2% | $10,132-99.6% |