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 | $134,791 | $183,963-26.7% | $162,163-16.9% | $152,861-11.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.46% | 150.76%-137.3pp | 115.59%-102.1pp | 345.32%-331.9pp |
| Employer contribution / active EE | $9,296 | $6,371+45.9% | $5,614+65.6% | $4,762+95.2% |
| Participant deferral / active EE | $6,133 | $8,034-23.7% | $7,298-16.0% | $5,850+4.8% |
| Admin fee / account holder | $90 | $13,121-99.3% | $10,843-99.2% | $11,596-99.2% |