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 | $94,026 | $102,317-8.1% | $146,958-36.0% | $80,856+16.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.28% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,253 | $3,713-12.4% | $4,933-34.1% | $2,755+18.1% |
| Participant deferral / active EE | $7,901 | $6,644+18.9% | $8,070-2.1% | $4,296+83.9% |
| Admin fee / account holder | $22 | $7,941-99.7% | $12,998-99.8% | $6,918-99.7% |