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 | $98,294 | $107,334-8.4% | $92,893+5.8% | $152,861-35.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.83% | 145.58%-125.7pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $5,030 | $4,221+19.2% | $3,653+37.7% | $4,762+5.6% |
| Participant deferral / active EE | $6,480 | $4,845+33.8% | $4,236+53.0% | $5,850+10.8% |
| Admin fee / account holder | $9 | $7,079-99.9% | $5,794-99.8% | $11,596-99.9% |