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 | $109,574 | $102,604+6.8% | $86,188+27.1% | $139,434-21.4% |
| Participation rate | 82.4% | 74.5%+7.9pp | 69.0%+13.4pp | 80.3%+2.0pp |
| Annual return | 16.03% | 1922.51%-1906.5pp | 1168.45%-1152.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,739 | $3,032-9.7% | $2,380+15.1% | $4,751-42.4% |
| Participant deferral / active EE | $8,698 | $4,676+86.0% | $3,985+118.2% | $6,710+29.6% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |