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 | $220,653 | $175,202+25.9% | $149,673+47.4% | $139,434+58.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.73% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,118 | $5,474-43.0% | $4,818-35.3% | $4,751-34.4% |
| Participant deferral / active EE | $7,488 | $6,519+14.9% | $5,680+31.8% | $6,710+11.6% |
| Admin fee / account holder | $24 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |