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 | $123,237 | $112,096+9.9% | $95,952+28.4% | $158,922-22.5% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 16.21% | 171.09%-154.9pp | 91.61%-75.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,417 | $3,198+6.8% | $2,541+34.5% | $4,761-28.2% |
| Participant deferral / active EE | $14,790 | $4,784+209.2% | $4,167+254.9% | $5,982+147.2% |
| Admin fee / account holder | $5 | $10,130-99.9% | $6,795-99.9% | $11,246-100.0% |