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 | $230,530 | $105,859+117.8% | $90,160+155.7% | $147,584+56.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.29% | 37.63%-25.3pp | 34.88%-22.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $9,545 | $4,126+131.3% | $3,318+187.7% | $4,876+95.8% |
| Participant deferral / active EE | $9,874 | $5,733+72.2% | $5,288+86.7% | $5,439+81.6% |
| Admin fee / account holder | $2 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |