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 | $94,495 | $112,096-15.7% | $95,952-1.5% | $158,922-40.5% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 17.06% | 171.09%-154.0pp | 91.61%-74.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $12,769 | $3,198+299.3% | $2,541+402.5% | $4,761+168.2% |
| Participant deferral / active EE | $8,703 | $4,784+81.9% | $4,167+108.9% | $5,982+45.5% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |