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 | $183,422 | $100,901+81.8% | $75,670+142.4% | $147,584+24.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 18.79% | 35.78%-17.0pp | 27.34%-8.6pp | 578.55%-559.8pp |
| Employer contribution / active EE | $8,928 | $3,253+174.4% | $2,352+279.6% | $4,876+83.1% |
| Participant deferral / active EE | $6,143 | $4,027+52.5% | $3,142+95.5% | $5,439+13.0% |
| Admin fee / account holder | $83 | $11,285-99.3% | $5,800-98.6% | $10,885-99.2% |