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 | $145,663 | $107,334+35.7% | $92,893+56.8% | $152,861-4.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.26% | 145.58%-127.3pp | 109.41%-91.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,185 | $4,221-24.5% | $3,653-12.8% | $4,762-33.1% |
| Participant deferral / active EE | $6,821 | $4,845+40.8% | $4,236+61.0% | $5,850+16.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |