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 | $99,902 | $198,466-49.7% | $170,442-41.4% | $147,584-32.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.26% | 257.29%-247.0pp | 205.93%-195.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $13,067 | $6,184+111.3% | $5,433+140.5% | $4,876+168.0% |
| Participant deferral / active EE | $6,369 | $5,629+13.1% | $4,939+28.9% | $5,439+17.1% |
| Admin fee / account holder | $257 | $16,852-98.5% | $13,880-98.2% | $10,885-97.6% |