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 | $72,071+63.6% | $68,368+72.5% | $137,256-14.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.29% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $7,068 | $2,788+153.5% | $2,649+166.8% | $4,156+70.1% |
| Participant deferral / active EE | $5,773 | $4,410+30.9% | $4,123+40.0% | $6,407-9.9% |
| Admin fee / account holder | $72 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |