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 | $112,277 | $74,888+49.9% | $71,209+57.7% | $142,382-21.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.11% | 345.14%-327.0pp | 282.51%-264.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,525 | $2,854+23.5% | $2,721+29.6% | $4,299-18.0% |
| Participant deferral / active EE | $5,148 | $4,454+15.6% | $4,175+23.3% | $6,507-20.9% |
| Admin fee / account holder | $51 | $5,568-99.1% | $5,349-99.0% | $12,624-99.6% |