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 | $205,742 | $102,547+100.6% | $78,210+163.1% | $147,584+39.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.97% | 51.08%-38.1pp | 40.90%-27.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $2,445 | $2,617-6.6% | $2,034+20.2% | $4,876-49.9% |
| Participant deferral / active EE | $6,842 | $3,481+96.5% | $2,823+142.4% | $5,439+25.8% |
| Admin fee / account holder | $60 | $5,059-98.8% | $3,758-98.4% | $10,885-99.4% |