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 | $234,292 | $112,096+109.0% | $95,952+144.2% | $158,922+47.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.95% | 171.09%-150.1pp | 91.61%-70.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $7,400 | $3,198+131.4% | $2,541+191.2% | $4,761+55.4% |
| Participant deferral / active EE | $8,674 | $4,784+81.3% | $4,167+108.2% | $5,982+45.0% |
| Admin fee / account holder | $55 | $10,130-99.5% | $6,795-99.2% | $11,246-99.5% |