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 | $233,210 | $105,126+121.8% | $94,646+146.4% | $139,434+67.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.13% | 38.03%-24.9pp | 156.71%-143.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $9,222 | $4,106+124.6% | $3,672+151.1% | $4,751+94.1% |
| Participant deferral / active EE | $18,318 | $7,599+141.0% | $7,418+146.9% | $6,710+173.0% |
| Admin fee / account holder | $20 | $8,984-99.8% | $7,231-99.7% | $11,403-99.8% |