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 | $78,230 | $49,173+59.1% | $121,098-35.4% | $75,163+4.1% |
| Participation rate | 77.4% | 55.4%+22.0pp | 69.5%+7.9pp | 67.2%+10.2pp |
| Annual return | 17.44% | 55.99%-38.5pp | 985.75%-968.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,709 | $1,546+10.6% | $4,164-58.9% | $2,670-36.0% |
| Participant deferral / active EE | $5,415 | $2,628+106.1% | $4,080+32.7% | $4,125+31.3% |
| Admin fee / account holder | $196 | $3,942-95.0% | $5,644-96.5% | $5,651-96.5% |