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 | $129,241 | $226,064-42.8% | $182,532-29.2% | $152,861-15.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.59% | 192.51%-172.9pp | 148.54%-128.9pp | 345.32%-325.7pp |
| Employer contribution / active EE | $14,811 | $4,978+197.5% | $4,076+263.4% | $4,762+211.0% |
| Participant deferral / active EE | $5,471 | $6,368-14.1% | $5,524-1.0% | $5,850-6.5% |
| Admin fee / account holder | $48 | $10,703-99.5% | $8,592-99.4% | $11,596-99.6% |