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 | $86,877 | $114,047-23.8% | $96,139-9.6% | $167,490-48.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.24% | 189.88%-175.6pp | 191.94%-177.7pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,119 | $3,427-9.0% | $2,797+11.5% | $4,837-35.5% |
| Participant deferral / active EE | $12,162 | $5,194+134.2% | $4,349+179.7% | $6,341+91.8% |
| Admin fee / account holder | $5 | $6,897-99.9% | $5,537-99.9% | $12,309-100.0% |