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 | $110,798 | $99,079+11.8% | $77,999+42.1% | $273,961-59.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.96% | 217.93%-209.0pp | 425.96%-417.0pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,952 | $3,308-41.0% | $2,470-21.0% | $4,869-59.9% |
| Participant deferral / active EE | $6,605 | $4,306+53.4% | $3,497+88.9% | $5,287+24.9% |
| Admin fee / account holder | $30 | $8,954-99.7% | $5,480-99.5% | $10,132-99.7% |