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 | $199,392 | $99,652+100.1% | $78,778+153.1% | $147,584+35.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 22.50% | 47.28%-24.8pp | 35.62%-13.1pp | 578.55%-556.0pp |
| Employer contribution / active EE | $3,757 | $2,796+34.4% | $1,986+89.2% | $4,876-23.0% |
| Participant deferral / active EE | $2,683 | $3,664-26.8% | $2,958-9.3% | $5,439-50.7% |
| Admin fee / account holder | $107 | $7,155-98.5% | $5,134-97.9% | $10,885-99.0% |