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 | $117,925 | $74,888+57.5% | $71,209+65.6% | $142,382-17.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.29% | 345.14%-326.8pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $7,068 | $2,854+147.6% | $2,721+159.8% | $4,299+64.4% |
| Participant deferral / active EE | $5,773 | $4,454+29.6% | $4,175+38.3% | $6,507-11.3% |
| Admin fee / account holder | $72 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |