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 | $111,915 | $159,901-30.0% | $146,958-23.8% | $145,922-23.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.90% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $7,649 | $5,286+44.7% | $4,933+55.1% | $4,660+64.2% |
| Participant deferral / active EE | $15,493 | $8,428+83.8% | $8,070+92.0% | $6,688+131.7% |
| Admin fee / account holder | $180 | $15,044-98.8% | $12,998-98.6% | $13,397-98.7% |