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 | $179,007 | $126,574+41.4% | $106,213+68.5% | $145,922+22.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 47.16% | 224.79%-177.6pp | 116.14%-69.0pp | 561.29%-514.1pp |
| Employer contribution / active EE | $3,198 | $3,730-14.3% | $3,171+0.8% | $4,660-31.4% |
| Participant deferral / active EE | $8,406 | $5,724+46.9% | $5,016+67.6% | $6,688+25.7% |
| Admin fee / account holder | $48 | $17,304-99.7% | $11,033-99.6% | $13,397-99.6% |