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 | $108,396 | $105,998+2.3% | $92,233+17.5% | $147,584-26.6% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 41.50% | 50.05%-8.5pp | 176.28%-134.8pp | 578.55%-537.0pp |
| Employer contribution / active EE | $2,727 | $4,333-37.1% | $3,679-25.9% | $4,876-44.1% |
| Participant deferral / active EE | $6,522 | $4,478+45.6% | $3,897+67.4% | $5,439+19.9% |
| Admin fee / account holder | $185 | $6,332-97.1% | $5,194-96.4% | $10,885-98.3% |