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 | $121,146 | $100,901+20.1% | $75,670+60.1% | $147,584-17.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 22.20% | 35.78%-13.6pp | 27.34%-5.1pp | 578.55%-556.4pp |
| Employer contribution / active EE | $3,283 | $3,253+0.9% | $2,352+39.6% | $4,876-32.7% |
| Participant deferral / active EE | $5,737 | $4,027+42.4% | $3,142+82.6% | $5,439+5.5% |
| Admin fee / account holder | $20 | $11,285-99.8% | $5,800-99.7% | $10,885-99.8% |