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 | $139,418 | $57,016+144.5% | $84,966+64.1% | $80,856+72.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 64.21% | 21.66%+42.6pp | 66.38%-2.2pp | 35.59%+28.6pp |
| Employer contribution / active EE | $12,929 | $1,798+619.2% | $2,727+374.1% | $2,755+369.3% |
| Participant deferral / active EE | $3,564 | $3,110+14.6% | $4,519-21.1% | $4,296-17.0% |
| Admin fee / account holder | $20 | $4,980-99.6% | $6,149-99.7% | $6,918-99.7% |