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 | $85,683 | $110,809-22.7% | $86,874-1.4% | $167,490-48.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 14.14% | 116.98%-102.8pp | 63.52%-49.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,825 | $3,244-12.9% | $2,495+13.2% | $4,837-41.6% |
| Participant deferral / active EE | $5,448 | $4,546+19.8% | $3,699+47.3% | $6,341-14.1% |
| Admin fee / account holder | $212 | $8,415-97.5% | $5,828-96.4% | $12,309-98.3% |