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 | $202,922 | $175,202+15.8% | $149,673+35.6% | $139,434+45.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.29% | 166.71%-145.4pp | 134.42%-113.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $2,304 | $5,474-57.9% | $4,818-52.2% | $4,751-51.5% |
| Participant deferral / active EE | $8,962 | $6,519+37.5% | $5,680+57.8% | $6,710+33.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |