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 6-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 | $156,892 | $150,187+4.5% | $120,354+30.4% | $145,922+7.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.85% | 154.07%-143.2pp | 107.15%-96.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,531 | $4,348-41.8% | $3,463-26.9% | $4,660-45.7% |
| Participant deferral / active EE | $29,625 | $6,173+379.9% | $4,991+493.6% | $6,688+343.0% |
| Admin fee / account holder | $20 | $12,207-99.8% | $9,423-99.8% | $13,397-99.9% |