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 7-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 | $107,249 | $104,974+2.2% | $95,585+12.2% | $142,382-24.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.61% | 210.33%-190.7pp | 38.56%-18.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,924 | $2,779+77.2% | $2,527+94.9% | $4,299+14.5% |
| Participant deferral / active EE | $9,828 | $4,352+125.8% | $4,023+144.3% | $6,507+51.0% |
| Admin fee / account holder | $97 | $6,386-98.5% | $6,127-98.4% | $12,624-99.2% |