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 | $117,888 | $85,766+37.5% | $136,294-13.5% | $70,131+68.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.75% | 31.45%-9.7pp | 5155.94%-5134.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $2,382 | $2,966-19.7% | $4,695-49.3% | $2,342+1.7% |
| Participant deferral / active EE | $7,272 | $5,051+44.0% | $6,247+16.4% | $3,332+118.3% |
| Admin fee / account holder | $20 | $5,420-99.6% | $9,243-99.8% | $4,645-99.6% |