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 | $103,650 | $99,020+4.7% | $86,590+19.7% | $147,584-29.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.55% | 1312.34%-1298.8pp | 964.84%-951.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $8,323 | $3,132+165.7% | $2,839+193.1% | $4,876+70.7% |
| Participant deferral / active EE | $9,795 | $3,972+146.6% | $3,609+171.4% | $5,439+80.1% |
| Admin fee / account holder | $57 | $5,710-99.0% | $4,906-98.8% | $10,885-99.5% |