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 | $121,109 | $112,096+8.0% | $95,952+26.2% | $158,922-23.8% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 15.07% | 171.09%-156.0pp | 91.61%-76.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $8,170 | $3,198+155.5% | $2,541+221.5% | $4,761+71.6% |
| Participant deferral / active EE | $4,648 | $4,784-2.8% | $4,167+11.5% | $5,982-22.3% |
| Admin fee / account holder | $117 | $10,130-98.8% | $6,795-98.3% | $11,246-99.0% |