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 | $240,556 | $105,998+126.9% | $92,233+160.8% | $147,584+63.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.40% | 50.05%-29.6pp | 176.28%-155.9pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,837 | $4,333-11.4% | $3,679+4.3% | $4,876-21.3% |
| Participant deferral / active EE | $11,491 | $4,478+156.6% | $3,897+194.9% | $5,439+111.3% |
| Admin fee / account holder | $26 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |