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 | $101,516 | $88,751+14.4% | $81,812+24.1% | $145,922-30.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.94% | 1025.40%-1013.5pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,678 | $3,083-13.1% | $2,912-8.0% | $4,660-42.5% |
| Participant deferral / active EE | $5,981 | $4,643+28.8% | $4,319+38.5% | $6,688-10.6% |
| Admin fee / account holder | $298 | $8,415-96.5% | $7,386-96.0% | $13,397-97.8% |