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 | $180,864 | $115,770+56.2% | $101,248+78.6% | $158,922+13.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.98% | 56.14%-40.2pp | 46.47%-30.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $11,897 | $4,175+185.0% | $3,660+225.1% | $4,761+149.9% |
| Participant deferral / active EE | $13,510 | $4,957+172.5% | $4,370+209.1% | $5,982+125.8% |
| Admin fee / account holder | $83 | $7,245-98.9% | $5,945-98.6% | $11,246-99.3% |