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 | $127,908 | $107,334+19.2% | $92,893+37.7% | $152,861-16.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.08% | 145.58%-122.5pp | 109.41%-86.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $15,554 | $4,221+268.5% | $3,653+325.8% | $4,762+226.6% |
| Participant deferral / active EE | $8,066 | $4,845+66.5% | $4,236+90.4% | $5,850+37.9% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |