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 | $81,733 | $73,515+11.2% | $62,995+29.7% | $147,584-44.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.97% | 175.43%-158.5pp | 87.57%-70.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $9,191 | $3,320+176.8% | $2,759+233.1% | $4,876+88.5% |
| Participant deferral / active EE | $9,613 | $4,185+129.7% | $3,329+188.7% | $5,439+76.7% |
| Admin fee / account holder | $25 | $5,953-99.6% | $3,600-99.3% | $10,885-99.8% |