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 | $137,678 | $58,208+136.5% | $81,812+68.3% | $80,856+70.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.45% | 41.66%-27.2pp | 773.79%-759.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $18,397 | $2,340+686.2% | $2,912+531.7% | $2,755+567.8% |
| Participant deferral / active EE | $5,649 | $3,281+72.2% | $4,319+30.8% | $4,296+31.5% |
| Admin fee / account holder | $4 | $4,981-99.9% | $7,386-99.9% | $6,918-99.9% |