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 | $118,211 | $144,119-18.0% | $117,854+0.3% | $147,584-19.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.42% | 531.15%-515.7pp | 335.08%-319.7pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,714 | $4,896-65.0% | $3,786-54.7% | $4,876-64.8% |
| Participant deferral / active EE | $4,087 | $5,316-23.1% | $4,482-8.8% | $5,439-24.9% |
| Admin fee / account holder | $26 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |