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 | $234,887 | $157,256+49.4% | $141,162+66.4% | $152,861+53.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.59% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $4,660 | $5,261-11.4% | $4,735-1.6% | $4,762-2.1% |
| Participant deferral / active EE | $10,664 | $7,109+50.0% | $6,709+58.9% | $5,850+82.3% |
| Admin fee / account holder | $262 | $12,120-97.8% | $10,261-97.5% | $11,596-97.7% |