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 | $108,878 | $101,618+7.1% | $93,063+17.0% | $137,256-20.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.87% | 223.95%-209.1pp | 34.15%-19.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $8,483 | $2,707+213.4% | $2,476+242.6% | $4,156+104.1% |
| Participant deferral / active EE | $12,094 | $4,279+182.6% | $3,958+205.6% | $6,407+88.8% |
| Admin fee / account holder | $262 | $6,198-95.8% | $6,033-95.7% | $12,270-97.9% |