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 | $95,600 | $105,998-9.8% | $92,233+3.6% | $147,584-35.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.75% | 50.05%-30.3pp | 176.28%-156.5pp | 578.55%-558.8pp |
| Employer contribution / active EE | $3,882 | $4,333-10.4% | $3,679+5.5% | $4,876-20.4% |
| Participant deferral / active EE | $5,559 | $4,478+24.2% | $3,897+42.7% | $5,439+2.2% |
| Admin fee / account holder | $23 | $6,332-99.6% | $5,194-99.6% | $10,885-99.8% |