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 | $93,585 | $104,907-10.8% | $84,611+10.6% | $152,861-38.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 26.07% | 373.79%-347.7pp | 258.74%-232.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $7,637 | $3,302+131.3% | $2,652+187.9% | $4,762+60.4% |
| Participant deferral / active EE | $7,984 | $4,688+70.3% | $3,899+104.8% | $5,850+36.5% |
| Admin fee / account holder | $30 | $6,241-99.5% | $4,912-99.4% | $11,596-99.7% |