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 | $232,126 | $157,256+47.6% | $141,162+64.4% | $152,861+51.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.81% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $15,714 | $5,261+198.7% | $4,735+231.9% | $4,762+230.0% |
| Participant deferral / active EE | $13,214 | $7,109+85.9% | $6,709+97.0% | $5,850+125.9% |
| Admin fee / account holder | $148 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |