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 | $111,166 | $107,334+3.6% | $92,893+19.7% | $152,861-27.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.62% | 145.58%-122.0pp | 109.41%-85.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,309 | $4,221-21.6% | $3,653-9.4% | $4,762-30.5% |
| Participant deferral / active EE | $6,387 | $4,845+31.8% | $4,236+50.8% | $5,850+9.2% |
| Admin fee / account holder | $290 | $7,079-95.9% | $5,794-95.0% | $11,596-97.5% |