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 | $136,637 | $100,852+35.5% | $90,404+51.1% | $158,922-14.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 12.47% | 1724.20%-1711.7pp | 1293.02%-1280.5pp | 302.83%-290.4pp |
| Employer contribution / active EE | $951 | $3,689-74.2% | $3,262-70.8% | $4,761-80.0% |
| Participant deferral / active EE | $9,860 | $4,348+126.8% | $3,963+148.8% | $5,982+64.8% |
| Admin fee / account holder | $237 | $6,501-96.4% | $5,611-95.8% | $11,246-97.9% |