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 | $117,818 | $109,817+7.3% | $98,442+19.7% | $167,490-29.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.57% | 1956.69%-1941.1pp | 1492.73%-1477.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,476 | $3,224-54.2% | $2,960-50.1% | $4,837-69.5% |
| Participant deferral / active EE | $4,753 | $4,673+1.7% | $4,276+11.1% | $6,341-25.1% |
| Admin fee / account holder | $60 | $6,753-99.1% | $5,949-99.0% | $12,309-99.5% |