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 5-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 | $112,857 | $124,185-9.1% | $108,410+4.1% | $167,490-32.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.54% | 1379.64%-1365.1pp | 905.27%-890.7pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,475 | $4,187-64.8% | $3,558-58.5% | $4,837-69.5% |
| Participant deferral / active EE | $7,759 | $6,908+12.3% | $6,563+18.2% | $6,341+22.4% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |