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 | $242,442 | $114,047+112.6% | $96,139+152.2% | $167,490+44.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.11% | 189.88%-176.8pp | 191.94%-178.8pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,499 | $3,427+2.1% | $2,797+25.1% | $4,837-27.7% |
| Participant deferral / active EE | $9,683 | $5,194+86.4% | $4,349+122.7% | $6,341+52.7% |
| Admin fee / account holder | $15 | $6,897-99.8% | $5,537-99.7% | $12,309-99.9% |