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 | $227,794 | $157,256+44.9% | $141,162+61.4% | $152,861+49.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.78% | 64.32%-48.5pp | 71.39%-55.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $8,926 | $5,261+69.7% | $4,735+88.5% | $4,762+87.4% |
| Participant deferral / active EE | $12,500 | $7,109+75.8% | $6,709+86.3% | $5,850+113.7% |
| Admin fee / account holder | $104 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |