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 | $99,418 | $63,346+56.9% | $92,233+7.8% | $70,131+41.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.19% | 530.12%-514.9pp | 176.28%-161.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $3,832 | $2,471+55.1% | $3,679+4.2% | $2,342+63.6% |
| Participant deferral / active EE | $5,223 | $2,854+83.0% | $3,897+34.0% | $3,332+56.8% |
| Admin fee / account holder | $34 | $3,840-99.1% | $5,194-99.3% | $4,645-99.3% |