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 | $141,344 | $92,703+52.5% | $82,719+70.9% | $134,475+5.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 3.88% | 944.92%-941.0pp | 701.18%-697.3pp | 417.96%-414.1pp |
| Employer contribution / active EE | $10,315 | $3,274+215.1% | $3,009+242.8% | $4,740+117.6% |
| Participant deferral / active EE | $10,141 | $4,802+111.2% | $4,395+130.7% | $6,400+58.5% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |