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 | $231,082 | $98,240+135.2% | $82,313+180.7% | $147,584+56.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.11% | 30.85%-18.7pp | 25.88%-13.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $6,059 | $3,192+89.8% | $2,428+149.5% | $4,876+24.3% |
| Participant deferral / active EE | $12,562 | $4,383+186.6% | $3,706+239.0% | $5,439+131.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |