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 | $211,639 | $106,543+98.6% | $91,220+132.0% | $134,475+57.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 42.31% | 160.60%-118.3pp | 114.01%-71.7pp | 417.96%-375.7pp |
| Employer contribution / active EE | $1,180 | $3,331-64.6% | $2,850-58.6% | $4,740-75.1% |
| Participant deferral / active EE | $6,122 | $4,719+29.7% | $4,234+44.6% | $6,400-4.3% |
| Admin fee / account holder | $98 | $6,231-98.4% | $5,420-98.2% | $11,426-99.1% |