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 | $197,478 | $183,519+7.6% | $155,509+27.0% | $145,922+35.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.70% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,492 | $5,313-53.1% | $4,672-46.7% | $4,660-46.5% |
| Participant deferral / active EE | $12,150 | $6,462+88.0% | $5,626+116.0% | $6,688+81.7% |
| Admin fee / account holder | $40 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |