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 | $214,596 | $105,859+102.7% | $90,160+138.0% | $147,584+45.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.72% | 37.63%-19.9pp | 34.88%-17.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $9,899 | $4,126+139.9% | $3,318+198.4% | $4,876+103.0% |
| Participant deferral / active EE | $7,322 | $5,733+27.7% | $5,288+38.5% | $5,439+34.6% |
| Admin fee / account holder | $6 | $8,046-99.9% | $5,943-99.9% | $10,885-99.9% |