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 | $249,458 | $121,625+105.1% | $104,607+138.5% | $158,922+57.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 22.32% | 465.26%-442.9pp | 340.46%-318.1pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,040 | $3,163-67.1% | $2,681-61.2% | $4,761-78.2% |
| Participant deferral / active EE | $4,000 | $4,177-4.2% | $3,740+7.0% | $5,982-33.1% |
| Admin fee / account holder | $60 | $7,787-99.2% | $6,473-99.1% | $11,246-99.5% |