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 | $195,356 | $96,635+102.2% | $86,612+125.6% | $139,434+40.1% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 15.51% | 106.41%-90.9pp | 591.07%-575.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,594 | $3,263-20.5% | $3,022-14.2% | $4,751-45.4% |
| Participant deferral / active EE | $7,714 | $4,836+59.5% | $4,438+73.8% | $6,710+15.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |