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 4-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 | $120,233 | $70,606+70.3% | $53,898+123.1% | $142,382-15.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.18% | 619.81%-597.6pp | 528.60%-506.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,171 | $1,202-2.6% | $932+25.6% | $4,299-72.8% |
| Participant deferral / active EE | $28,634 | $2,364+1111.3% | $1,826+1467.9% | $6,507+340.0% |
| Admin fee / account holder | $84 | $2,852-97.1% | $2,491-96.6% | $12,624-99.3% |