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 | $83,604 | $107,334-22.1% | $92,893-10.0% | $152,861-45.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.14% | 145.58%-127.4pp | 109.41%-91.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $13,408 | $4,221+217.6% | $3,653+267.1% | $4,762+181.5% |
| Participant deferral / active EE | $8,437 | $4,845+74.1% | $4,236+99.2% | $5,850+44.2% |
| Admin fee / account holder | $120 | $7,079-98.3% | $5,794-97.9% | $11,596-99.0% |