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 | $163,044 | $107,334+51.9% | $92,893+75.5% | $152,861+6.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.07% | 145.58%-119.5pp | 109.41%-83.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $14,223 | $4,221+237.0% | $3,653+289.4% | $4,762+198.7% |
| Participant deferral / active EE | $8,873 | $4,845+83.1% | $4,236+109.5% | $5,850+51.7% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |