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 | $88,978 | $99,020-10.1% | $86,590+2.8% | $147,584-39.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.33% | 1312.34%-1296.0pp | 964.84%-948.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,445 | $3,132-53.9% | $2,839-49.1% | $4,876-70.4% |
| Participant deferral / active EE | $8,093 | $3,972+103.7% | $3,609+124.3% | $5,439+48.8% |
| Admin fee / account holder | $291 | $5,710-94.9% | $4,906-94.1% | $10,885-97.3% |