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 | $205,275 | $159,901+28.4% | $146,958+39.7% | $145,922+40.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.57% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $6,492 | $5,286+22.8% | $4,933+31.6% | $4,660+39.3% |
| Participant deferral / active EE | $14,473 | $8,428+71.7% | $8,070+79.3% | $6,688+116.4% |
| Admin fee / account holder | $32 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |