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 | $190,708 | $116,175+64.2% | $93,606+103.7% | $152,861+24.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.80% | 35.96%-11.2pp | 32.76%-8.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $14,092 | $3,218+337.9% | $2,718+418.5% | $4,762+195.9% |
| Participant deferral / active EE | $10,955 | $4,603+138.0% | $4,069+169.3% | $5,850+87.3% |
| Admin fee / account holder | $20 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |