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 | $205,825 | $180,449+14.1% | $154,107+33.6% | $135,375+52.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.82% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.6pp |
| Employer contribution / active EE | $10,920 | $6,035+80.9% | $5,298+106.1% | $4,779+128.5% |
| Participant deferral / active EE | $9,263 | $5,806+59.5% | $5,081+82.3% | $5,609+65.1% |
| Admin fee / account holder | $120 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |