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 | $138,665 | $74,888+85.2% | $71,209+94.7% | $142,382-2.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.88% | 345.14%-328.3pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,422 | $2,854+54.9% | $2,721+62.5% | $4,299+2.8% |
| Participant deferral / active EE | $8,180 | $4,454+83.6% | $4,175+95.9% | $6,507+25.7% |
| Admin fee / account holder | $15 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |