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 | $192,499 | $105,998+81.6% | $92,233+108.7% | $147,584+30.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.01% | 50.05%-31.0pp | 176.28%-157.3pp | 578.55%-559.5pp |
| Employer contribution / active EE | $3,019 | $4,333-30.3% | $3,679-17.9% | $4,876-38.1% |
| Participant deferral / active EE | $7,643 | $4,478+70.7% | $3,897+96.1% | $5,439+40.5% |
| Admin fee / account holder | $139 | $6,332-97.8% | $5,194-97.3% | $10,885-98.7% |