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 | $122,110 | $100,852+21.1% | $90,404+35.1% | $158,922-23.2% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 10.92% | 1724.20%-1713.3pp | 1293.02%-1282.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,106 | $3,689-42.9% | $3,262-35.4% | $4,761-55.8% |
| Participant deferral / active EE | $4,577 | $4,348+5.3% | $3,963+15.5% | $5,982-23.5% |
| Admin fee / account holder | $22 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |