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 | $134,993 | $102,966+31.1% | $90,281+49.5% | $152,861-11.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.33% | 95.16%-72.8pp | 78.10%-55.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $5,431 | $3,139+73.0% | $2,854+90.3% | $4,762+14.0% |
| Participant deferral / active EE | $4,427 | $4,281+3.4% | $3,885+13.9% | $5,850-24.3% |
| Admin fee / account holder | $17 | $6,171-99.7% | $5,351-99.7% | $11,596-99.9% |