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 6-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 | $162,886 | $110,502+47.4% | $80,716+101.8% | $167,490-2.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 15.97% | 120.54%-104.6pp | 87.28%-71.3pp | 478.56%-462.6pp |
| Employer contribution / active EE | $11,570 | $1,543+650.0% | $1,160+897.4% | $4,837+139.2% |
| Participant deferral / active EE | $10,008 | $2,871+248.6% | $2,146+366.4% | $6,341+57.8% |
| Admin fee / account holder | $30 | $4,545-99.3% | $3,380-99.1% | $12,309-99.8% |