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 | $193,563 | $105,998+82.6% | $92,233+109.9% | $147,584+31.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.10% | 50.05%-34.0pp | 176.28%-160.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $9,849 | $4,333+127.3% | $3,679+167.7% | $4,876+102.0% |
| Participant deferral / active EE | $10,174 | $4,478+127.2% | $3,897+161.1% | $5,439+87.1% |
| Admin fee / account holder | $298 | $6,332-95.3% | $5,194-94.3% | $10,885-97.3% |