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 | $230,538 | $106,515+116.4% | $96,683+138.4% | $139,434+65.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.07% | 38.43%-20.4pp | 35.69%-17.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $16,604 | $4,103+304.7% | $3,737+344.3% | $4,751+249.5% |
| Participant deferral / active EE | $11,033 | $5,454+102.3% | $4,878+126.2% | $6,710+64.4% |
| Admin fee / account holder | $14 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |