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 | $222,736 | $160,055+39.2% | $140,016+59.1% | $135,375+64.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.87% | 911.38%-912.3pp | 651.12%-652.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $21,912 | $6,420+241.3% | $5,606+290.9% | $4,779+358.5% |
| Participant deferral / active EE | $13,645 | $7,642+78.6% | $6,927+97.0% | $5,609+143.3% |
| Admin fee / account holder | $196 | $13,328-98.5% | $10,705-98.2% | $10,827-98.2% |