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 | $185,740 | $157,256+18.1% | $141,162+31.6% | $152,861+21.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.86% | 64.32%-43.5pp | 71.39%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $14,020 | $5,261+166.5% | $4,735+196.1% | $4,762+194.4% |
| Participant deferral / active EE | $18,359 | $7,109+158.2% | $6,709+173.7% | $5,850+213.8% |
| Admin fee / account holder | $9 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |