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 | $158,015 | $165,912-4.8% | $122,332+29.2% | $147,584+7.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.39% | 34.55%-22.2pp | 30.27%-17.9pp | 578.55%-566.2pp |
| Employer contribution / active EE | $10,370 | $5,754+80.2% | $4,050+156.0% | $4,876+112.7% |
| Participant deferral / active EE | $8,794 | $4,005+119.6% | $3,287+167.6% | $5,439+61.7% |
| Admin fee / account holder | $25 | $7,424-99.7% | $5,478-99.6% | $10,885-99.8% |