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 | $221,290 | $150,187+47.3% | $120,354+83.9% | $145,922+51.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.97% | 154.07%-136.1pp | 107.15%-89.2pp | 561.29%-543.3pp |
| Employer contribution / active EE | $975 | $4,348-77.6% | $3,463-71.8% | $4,660-79.1% |
| Participant deferral / active EE | $3,421 | $6,173-44.6% | $4,991-31.4% | $6,688-48.8% |
| Admin fee / account holder | $51 | $12,207-99.6% | $9,423-99.5% | $13,397-99.6% |