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 | $101,148 | $99,652+1.5% | $78,778+28.4% | $147,584-31.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.34% | 47.28%-31.9pp | 35.62%-20.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,799 | $2,796+0.1% | $1,986+41.0% | $4,876-42.6% |
| Participant deferral / active EE | $4,509 | $3,664+23.1% | $2,958+52.4% | $5,439-17.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |