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 | $90,187 | $99,079-9.0% | $77,999+15.6% | $273,961-67.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.23% | 217.93%-211.7pp | 425.96%-419.7pp | 41.45%-35.2pp |
| Employer contribution / active EE | $14,965 | $3,308+352.4% | $2,470+505.9% | $4,869+207.4% |
| Participant deferral / active EE | $6,638 | $4,306+54.1% | $3,497+89.8% | $5,287+25.5% |
| Admin fee / account holder | $14 | $8,954-99.8% | $5,480-99.7% | $10,132-99.9% |