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 | $215,829 | $162,781+32.6% | $133,956+61.1% | $158,922+35.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.03% | 41.94%-22.9pp | 45.09%-26.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $7,818 | $4,975+57.1% | $3,919+99.5% | $4,761+64.2% |
| Participant deferral / active EE | $9,443 | $5,911+59.7% | $5,048+87.1% | $5,982+57.8% |
| Admin fee / account holder | $171 | $11,736-98.5% | $8,927-98.1% | $11,246-98.5% |