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 | $106,947 | $105,181+1.7% | $159,436-32.9% | $85,850+24.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.23% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $18,330 | $3,318+452.4% | $4,829+279.5% | $2,565+614.6% |
| Participant deferral / active EE | $12,385 | $5,945+108.3% | $7,352+68.5% | $3,952+213.4% |
| Admin fee / account holder | $116 | $6,933-98.3% | $10,799-98.9% | $6,260-98.1% |