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 7-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 | $210,530 | $99,877+110.8% | $84,966+147.8% | $145,922+44.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.99% | 83.76%-69.8pp | 66.38%-52.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $9,994 | $3,231+209.3% | $2,727+266.5% | $4,660+114.5% |
| Participant deferral / active EE | $17,833 | $5,291+237.1% | $4,519+294.6% | $6,688+166.7% |
| Admin fee / account holder | $10 | $7,248-99.9% | $6,149-99.8% | $13,397-99.9% |