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 | $138,301 | $96,635+43.1% | $86,612+59.7% | $139,434-0.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.69% | 106.41%-87.7pp | 591.07%-572.4pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,793 | $3,263+16.2% | $3,022+25.5% | $4,751-20.2% |
| Participant deferral / active EE | $9,006 | $4,836+86.2% | $4,438+102.9% | $6,710+34.2% |
| Admin fee / account holder | $23 | $6,408-99.6% | $5,614-99.6% | $11,403-99.8% |