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 | $243,306 | $124,281+95.8% | $109,143+122.9% | $167,490+45.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.37% | 26.04%-8.7pp | 25.75%-8.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $9,653 | $4,207+129.4% | $3,722+159.4% | $4,837+99.5% |
| Participant deferral / active EE | $7,206 | $5,255+37.1% | $4,653+54.9% | $6,341+13.6% |
| Admin fee / account holder | $30 | $7,970-99.6% | $6,752-99.5% | $12,309-99.8% |