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 | $109,900 | $107,934+1.8% | $91,989+19.5% | $152,861-28.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 26.19% | 89.24%-63.1pp | 69.02%-42.8pp | 345.32%-319.1pp |
| Employer contribution / active EE | $7,577 | $4,210+80.0% | $3,452+119.5% | $4,762+59.1% |
| Participant deferral / active EE | $3,889 | $6,364-38.9% | $5,923-34.3% | $5,850-33.5% |
| Admin fee / account holder | $154 | $10,520-98.5% | $7,743-98.0% | $11,596-98.7% |