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 | $94,487 | $107,334-12.0% | $92,893+1.7% | $152,861-38.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.45% | 145.58%-120.1pp | 109.41%-84.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,535 | $4,221-39.9% | $3,653-30.6% | $4,762-46.8% |
| Participant deferral / active EE | $5,541 | $4,845+14.4% | $4,236+30.8% | $5,850-5.3% |
| Admin fee / account holder | $111 | $7,079-98.4% | $5,794-98.1% | $11,596-99.0% |