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 | $156,746 | $99,652+57.3% | $78,778+99.0% | $147,584+6.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 7.90% | 47.28%-39.4pp | 35.62%-27.7pp | 578.55%-570.6pp |
| Employer contribution / active EE | $14,017 | $2,796+401.4% | $1,986+605.9% | $4,876+187.5% |
| Participant deferral / active EE | $8,017 | $3,664+118.8% | $2,958+171.0% | $5,439+47.4% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |