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 | $130,469 | $105,998+23.1% | $92,233+41.5% | $147,584-11.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.90% | 50.05%-40.1pp | 176.28%-166.4pp | 578.55%-568.6pp |
| Employer contribution / active EE | $4,051 | $4,333-6.5% | $3,679+10.1% | $4,876-16.9% |
| Participant deferral / active EE | $10,594 | $4,478+136.6% | $3,897+171.9% | $5,439+94.8% |
| Admin fee / account holder | $122 | $6,332-98.1% | $5,194-97.7% | $10,885-98.9% |