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 | $120,687 | $77,314+56.1% | $177,989-32.2% | $80,856+49.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 18.95% | 18.09%+0.9pp | 294.48%-275.5pp | 35.59%-16.6pp |
| Employer contribution / active EE | $2,635 | $2,292+15.0% | $3,949-33.3% | $2,755-4.4% |
| Participant deferral / active EE | $5,939 | $4,411+34.6% | $6,276-5.4% | $4,296+38.2% |
| Admin fee / account holder | $4 | $7,191-99.9% | $10,363-100.0% | $6,918-99.9% |