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 | $223,291 | $157,256+42.0% | $141,162+58.2% | $152,861+46.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.17% | 64.32%-38.1pp | 71.39%-45.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $29,450 | $5,261+459.8% | $4,735+522.0% | $4,762+518.4% |
| Participant deferral / active EE | $29,800 | $7,109+319.2% | $6,709+344.2% | $5,850+409.4% |
| Admin fee / account holder | $187 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |