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 | $188,699 | $100,773+87.3% | $88,946+112.2% | $142,382+32.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.19% | 70.18%-48.0pp | 57.82%-35.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,260 | $2,918-22.5% | $2,555-11.5% | $4,299-47.4% |
| Participant deferral / active EE | $9,984 | $5,230+90.9% | $4,581+117.9% | $6,507+53.4% |
| Admin fee / account holder | $146 | $9,693-98.5% | $8,261-98.2% | $12,624-98.8% |