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 | $124,135 | $133,922-7.3% | $116,228+6.8% | $142,382-12.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.62% | 147.76%-130.1pp | 90.06%-72.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $13,021 | $3,446+277.9% | $2,994+334.8% | $4,299+202.9% |
| Participant deferral / active EE | $7,013 | $5,672+23.6% | $4,953+41.6% | $6,507+7.8% |
| Admin fee / account holder | $5 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |