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 | $97,011 | $107,334-9.6% | $92,893+4.4% | $152,861-36.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.65% | 145.58%-123.9pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $5,610 | $4,221+32.9% | $3,653+53.6% | $4,762+17.8% |
| Participant deferral / active EE | $5,124 | $4,845+5.8% | $4,236+21.0% | $5,850-12.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |