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 | $182,883 | $70,756+158.5% | $65,493+179.2% | $142,382+28.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.85% | 1754.89%-1742.0pp | 982.45%-969.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,632 | $2,881+26.1% | $2,574+41.1% | $4,299-15.5% |
| Participant deferral / active EE | $9,601 | $4,637+107.0% | $3,961+142.4% | $6,507+47.5% |
| Admin fee / account holder | $58 | $6,559-99.1% | $5,028-98.8% | $12,624-99.5% |