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 | $145,609 | $183,519-20.7% | $155,509-6.4% | $145,922-0.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 45.86% | 61.17%-15.3pp | 64.67%-18.8pp | 561.29%-515.4pp |
| Employer contribution / active EE | $11,868 | $5,313+123.4% | $4,672+154.0% | $4,660+154.7% |
| Participant deferral / active EE | $11,234 | $6,462+73.8% | $5,626+99.7% | $6,688+68.0% |
| Admin fee / account holder | $60 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |