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 | $196,773 | $138,065+42.5% | $123,544+59.3% | $135,375+45.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.87% | 153.68%-145.8pp | 119.20%-111.3pp | 519.73%-511.9pp |
| Employer contribution / active EE | $33,694 | $5,151+554.1% | $4,628+628.1% | $4,779+605.1% |
| Participant deferral / active EE | $8,253 | $6,799+21.4% | $6,426+28.4% | $5,609+47.1% |
| Admin fee / account holder | $26 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |