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 | $210,052 | $107,334+95.7% | $92,893+126.1% | $152,861+37.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.60% | 145.58%-121.0pp | 109.41%-84.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,597 | $4,221-62.2% | $3,653-56.3% | $4,762-66.5% |
| Participant deferral / active EE | $9,310 | $4,845+92.2% | $4,236+119.8% | $5,850+59.1% |
| Admin fee / account holder | $85 | $7,079-98.8% | $5,794-98.5% | $11,596-99.3% |