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 | $121,948 | $124,185-1.8% | $108,410+12.5% | $167,490-27.2% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 38.89% | 1379.64%-1340.7pp | 905.27%-866.4pp | 478.56%-439.7pp |
| Employer contribution / active EE | $2,839 | $4,187-32.2% | $3,558-20.2% | $4,837-41.3% |
| Participant deferral / active EE | $6,103 | $6,908-11.7% | $6,563-7.0% | $6,341-3.8% |
| Admin fee / account holder | $181 | $9,455-98.1% | $7,295-97.5% | $12,309-98.5% |