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 | $226,147 | $132,634+70.5% | $115,768+95.3% | $137,256+64.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.71% | 160.70%-149.0pp | 100.46%-88.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $4,560 | $3,360+35.7% | $2,940+55.1% | $4,156+9.7% |
| Participant deferral / active EE | $18,397 | $5,619+227.4% | $4,917+274.2% | $6,407+187.1% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |