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 | $147,863 | $73,515+101.1% | $62,995+134.7% | $147,584+0.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.38% | 175.43%-156.0pp | 87.57%-68.2pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,539 | $3,320+6.6% | $2,759+28.3% | $4,876-27.4% |
| Participant deferral / active EE | $15,392 | $4,185+267.8% | $3,329+362.3% | $5,439+183.0% |
| Admin fee / account holder | $16 | $5,953-99.7% | $3,600-99.6% | $10,885-99.9% |