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 | $239,825 | $138,044+73.7% | $125,339+91.3% | $134,475+78.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -13.10% | 750.33%-763.4pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $10,281 | $5,243+96.1% | $4,814+113.6% | $4,740+116.9% |
| Participant deferral / active EE | $13,204 | $7,799+69.3% | $7,446+77.3% | $6,400+106.3% |
| Admin fee / account holder | $3 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |