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 | $109,186 | $144,119-24.2% | $117,854-7.4% | $147,584-26.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.87% | 531.15%-513.3pp | 335.08%-317.2pp | 578.55%-560.7pp |
| Employer contribution / active EE | $7,217 | $4,896+47.4% | $3,786+90.6% | $4,876+48.0% |
| Participant deferral / active EE | $3,660 | $5,316-31.1% | $4,482-18.3% | $5,439-32.7% |
| Admin fee / account holder | $236 | $10,886-97.8% | $8,020-97.1% | $10,885-97.8% |