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 | $170,835 | $72,071+137.0% | $68,368+149.9% | $137,256+24.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.07% | 353.14%-338.1pp | 292.57%-277.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,697 | $2,788-3.3% | $2,649+1.8% | $4,156-35.1% |
| Participant deferral / active EE | $3,830 | $4,410-13.2% | $4,123-7.1% | $6,407-40.2% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |