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 | $235,265 | $185,822+26.6% | $169,993+38.4% | $139,434+68.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.91% | 60.50%-36.6pp | 53.37%-29.5pp | 372.94%-349.0pp |
| Employer contribution / active EE | $7,140 | $7,590-5.9% | $6,785+5.2% | $4,751+50.3% |
| Participant deferral / active EE | $22,748 | $11,622+95.7% | $10,408+118.6% | $6,710+239.0% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |