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 | $156,453 | $98,240+59.3% | $82,313+90.1% | $147,584+6.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.02% | 30.85%-14.8pp | 25.88%-9.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $3,597 | $3,192+12.7% | $2,428+48.1% | $4,876-26.2% |
| Participant deferral / active EE | $9,742 | $4,383+122.3% | $3,706+162.9% | $5,439+79.1% |
| Admin fee / account holder | $13 | $8,563-99.8% | $5,608-99.8% | $10,885-99.9% |