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 | $202,718 | $118,849+70.6% | $96,562+109.9% | $167,490+21.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 35.53% | 50.49%-15.0pp | 37.78%-2.3pp | 478.56%-443.0pp |
| Employer contribution / active EE | $1,777 | $3,120-43.0% | $2,356-24.6% | $4,837-63.3% |
| Participant deferral / active EE | $9,003 | $4,616+95.0% | $3,849+133.9% | $6,341+42.0% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |