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 | $172,395 | $104,907+64.3% | $84,611+103.8% | $152,861+12.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.85% | 373.79%-348.9pp | 258.74%-233.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $12,074 | $3,302+265.7% | $2,652+355.3% | $4,762+153.5% |
| Participant deferral / active EE | $7,422 | $4,688+58.3% | $3,899+90.4% | $5,850+26.9% |
| Admin fee / account holder | $3 | $6,241-99.9% | $4,912-99.9% | $11,596-100.0% |