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 | $237,221 | $100,773+135.4% | $88,946+166.7% | $142,382+66.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.28% | 70.18%-53.9pp | 57.82%-41.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $11,575 | $2,918+296.7% | $2,555+353.0% | $4,299+169.2% |
| Participant deferral / active EE | $7,948 | $5,230+52.0% | $4,581+73.5% | $6,507+22.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |