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 | $247,863 | $105,126+135.8% | $94,646+161.9% | $139,434+77.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.13% | 38.03%-19.9pp | 156.71%-138.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $7,804 | $4,106+90.1% | $3,672+112.5% | $4,751+64.3% |
| Participant deferral / active EE | $7,336 | $7,599-3.5% | $7,418-1.1% | $6,710+9.3% |
| Admin fee / account holder | $6 | $8,984-99.9% | $7,231-99.9% | $11,403-99.9% |