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 5-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 | $159,723 | $150,187+6.3% | $120,354+32.7% | $145,922+9.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.09% | 154.07%-143.0pp | 107.15%-96.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $10,135 | $4,348+133.1% | $3,463+192.7% | $4,660+117.5% |
| Participant deferral / active EE | $21,487 | $6,173+248.1% | $4,991+330.5% | $6,688+221.3% |
| Admin fee / account holder | $11 | $12,207-99.9% | $9,423-99.9% | $13,397-99.9% |