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 | $137,955 | $102,966+34.0% | $90,281+52.8% | $152,861-9.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.58% | 95.16%-69.6pp | 78.10%-52.5pp | 345.32%-319.7pp |
| Employer contribution / active EE | $6,285 | $3,139+100.2% | $2,854+120.2% | $4,762+32.0% |
| Participant deferral / active EE | $16,267 | $4,281+279.9% | $3,885+318.7% | $5,850+178.1% |
| Admin fee / account holder | $153 | $6,171-97.5% | $5,351-97.1% | $11,596-98.7% |