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 | $102,692 | $105,181-2.4% | $159,436-35.6% | $85,850+19.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.02% | 45.07%-27.1pp | 263.57%-245.5pp | 318.53%-300.5pp |
| Employer contribution / active EE | $6,816 | $3,318+105.4% | $4,829+41.1% | $2,565+165.7% |
| Participant deferral / active EE | $7,370 | $5,945+24.0% | $7,352+0.2% | $3,952+86.5% |
| Admin fee / account holder | $137 | $6,933-98.0% | $10,799-98.7% | $6,260-97.8% |