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 | $160,593 | $112,096+43.3% | $95,952+67.4% | $158,922+1.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.20% | 171.09%-149.9pp | 91.61%-70.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $5,411 | $3,198+69.2% | $2,541+113.0% | $4,761+13.7% |
| Participant deferral / active EE | $16,983 | $4,784+255.0% | $4,167+307.6% | $5,982+183.9% |
| Admin fee / account holder | $5 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |