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 | $156,505 | $72,071+117.2% | $68,368+128.9% | $137,256+14.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.01% | 353.14%-330.1pp | 292.57%-269.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,698 | $2,788-3.2% | $2,649+1.9% | $4,156-35.1% |
| Participant deferral / active EE | $8,461 | $4,410+91.9% | $4,123+105.2% | $6,407+32.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |