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 | $222,706 | $105,998+110.1% | $92,233+141.5% | $147,584+50.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.05% | 50.05%-33.0pp | 176.28%-159.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,194 | $4,333-26.3% | $3,679-13.2% | $4,876-34.5% |
| Participant deferral / active EE | $9,666 | $4,478+115.9% | $3,897+148.1% | $5,439+77.7% |
| Admin fee / account holder | $15 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |