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 | $162,695 | $107,334+51.6% | $92,893+75.1% | $152,861+6.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.04% | 145.58%-119.5pp | 109.41%-83.4pp | 345.32%-319.3pp |
| Employer contribution / active EE | $10,077 | $4,221+138.7% | $3,653+175.9% | $4,762+111.6% |
| Participant deferral / active EE | $12,500 | $4,845+158.0% | $4,236+195.1% | $5,850+113.7% |
| Admin fee / account holder | $45 | $7,079-99.4% | $5,794-99.2% | $11,596-99.6% |