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 | $119,391 | $107,334+11.2% | $92,893+28.5% | $152,861-21.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.91% | 145.58%-122.7pp | 109.41%-86.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,695 | $4,221-12.5% | $3,653+1.2% | $4,762-22.4% |
| Participant deferral / active EE | $13,135 | $4,845+171.1% | $4,236+210.1% | $5,850+124.5% |
| Admin fee / account holder | $31 | $7,079-99.6% | $5,794-99.5% | $11,596-99.7% |