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 | $200,249 | $109,327+83.2% | $89,391+124.0% | $158,922+26.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.40% | 345.68%-327.3pp | 245.62%-227.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,242 | $3,170-60.8% | $2,586-52.0% | $4,761-73.9% |
| Participant deferral / active EE | $14,583 | $4,598+217.1% | $3,890+274.9% | $5,982+143.8% |
| Admin fee / account holder | $99 | $6,153-98.4% | $4,881-98.0% | $11,246-99.1% |