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 | $232,167 | $105,998+119.0% | $92,233+151.7% | $147,584+57.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.09% | 50.05%-32.0pp | 176.28%-158.2pp | 578.55%-560.5pp |
| Employer contribution / active EE | $6,218 | $4,333+43.5% | $3,679+69.0% | $4,876+27.5% |
| Participant deferral / active EE | $13,013 | $4,478+190.6% | $3,897+233.9% | $5,439+139.3% |
| Admin fee / account holder | $152 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |