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 | $236,289 | $111,754+111.4% | $103,333+128.7% | $145,922+61.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.68% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $12,702 | $4,212+201.5% | $3,868+228.4% | $4,660+172.6% |
| Participant deferral / active EE | $12,094 | $5,619+115.3% | $5,057+139.1% | $6,688+80.8% |
| Admin fee / account holder | $49 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |