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 | $132,452 | $126,574+4.6% | $106,213+24.7% | $145,922-9.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.05% | 224.79%-210.7pp | 116.14%-102.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,944 | $3,730-21.1% | $3,171-7.2% | $4,660-36.8% |
| Participant deferral / active EE | $8,230 | $5,724+43.8% | $5,016+64.1% | $6,688+23.1% |
| Admin fee / account holder | $79 | $17,304-99.5% | $11,033-99.3% | $13,397-99.4% |