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 3-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 | $154,088 | $111,754+37.9% | $103,333+49.1% | $145,922+5.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.63% | 24.77%-10.1pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $11,739 | $4,212+178.7% | $3,868+203.5% | $4,660+151.9% |
| Participant deferral / active EE | $10,013 | $5,619+78.2% | $5,057+98.0% | $6,688+49.7% |
| Admin fee / account holder | $5 | $9,750-99.9% | $8,355-99.9% | $13,397-100.0% |