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 | $224,311 | $127,264+76.3% | $109,895+104.1% | $167,490+33.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.10% | 22.97%-13.9pp | 29.45%-20.4pp | 478.56%-469.5pp |
| Employer contribution / active EE | $14,207 | $3,322+327.6% | $2,842+399.8% | $4,837+193.7% |
| Participant deferral / active EE | $11,427 | $4,514+153.1% | $4,048+182.3% | $6,341+80.2% |
| Admin fee / account holder | $22 | $7,114-99.7% | $6,066-99.6% | $12,309-99.8% |