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 | $241,931 | $100,852+139.9% | $90,404+167.6% | $158,922+52.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.14% | 1724.20%-1710.1pp | 1293.02%-1278.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $3,004 | $3,689-18.6% | $3,262-7.9% | $4,761-36.9% |
| Participant deferral / active EE | $8,343 | $4,348+91.9% | $3,963+110.5% | $5,982+39.5% |
| Admin fee / account holder | $33 | $6,501-99.5% | $5,611-99.4% | $11,246-99.7% |