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 | $85,281 | $107,334-20.5% | $92,893-8.2% | $152,861-44.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.03% | 145.58%-129.6pp | 109.41%-93.4pp | 345.32%-329.3pp |
| Employer contribution / active EE | $4,120 | $4,221-2.4% | $3,653+12.8% | $4,762-13.5% |
| Participant deferral / active EE | $5,640 | $4,845+16.4% | $4,236+33.1% | $5,850-3.6% |
| Admin fee / account holder | $128 | $7,079-98.2% | $5,794-97.8% | $11,596-98.9% |