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 | $231,797 | $112,881+105.3% | $90,951+154.9% | $158,922+45.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.98% | 215.79%-204.8pp | 134.60%-123.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $13,005 | $2,893+349.5% | $2,122+512.9% | $4,761+173.1% |
| Participant deferral / active EE | $12,352 | $4,128+199.3% | $3,373+266.2% | $5,982+106.5% |
| Admin fee / account holder | $45 | $8,041-99.4% | $5,959-99.2% | $11,246-99.6% |