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 | $111,437 | $106,890+4.3% | $84,015+32.6% | $152,861-27.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.58% | 104.99%-87.4pp | 71.31%-53.7pp | 345.32%-327.7pp |
| Employer contribution / active EE | $5,148 | $2,734+88.3% | $1,983+159.6% | $4,762+8.1% |
| Participant deferral / active EE | $4,394 | $4,011+9.5% | $3,239+35.7% | $5,850-24.9% |
| Admin fee / account holder | $243 | $8,285-97.1% | $6,101-96.0% | $11,596-97.9% |