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 7-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 | $191,796 | $88,594+116.5% | $70,092+173.6% | $134,475+42.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 17.37% | 442.67%-425.3pp | 190.73%-173.4pp | 417.96%-400.6pp |
| Employer contribution / active EE | $540 | $3,233-83.3% | $2,559-78.9% | $4,740-88.6% |
| Participant deferral / active EE | $1,064 | $4,772-77.7% | $3,849-72.4% | $6,400-83.4% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |