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 | $112,159 | $89,355+25.5% | $141,162-20.5% | $72,985+53.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.53% | 111.85%-89.3pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $7,673 | $3,114+146.4% | $4,735+62.1% | $2,440+214.5% |
| Participant deferral / active EE | $4,510 | $5,418-16.8% | $6,709-32.8% | $3,607+25.0% |
| Admin fee / account holder | $12 | $5,958-99.8% | $10,261-99.9% | $5,124-99.8% |