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 | $123,607 | $63,346+95.1% | $92,233+34.0% | $70,131+76.3% |
| Participation rate | 94.4% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 18.87% | 530.12%-511.2pp | 176.28%-157.4pp | 73.14%-54.3pp |
| Employer contribution / active EE | $17,005 | $2,471+588.2% | $3,679+362.2% | $2,342+626.0% |
| Participant deferral / active EE | $1,243 | $2,854-56.4% | $3,897-68.1% | $3,332-62.7% |
| Admin fee / account holder | $238 | $3,840-93.8% | $5,194-95.4% | $4,645-94.9% |