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 | $104,991 | $72,400+45.0% | $67,502+55.5% | $145,922-28.0% |
| Participation rate | 95.2% | 76.9%+18.4pp | 72.9%+22.4pp | 80.3%+15.0pp |
| Annual return | 16.29% | 7182.46%-7166.2pp | 3512.12%-3495.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $8,826 | $3,069+187.6% | $2,731+223.2% | $4,660+89.4% |
| Participant deferral / active EE | $14,587 | $4,783+205.0% | $4,000+264.7% | $6,688+118.1% |
| Admin fee / account holder | $90 | $5,539-98.4% | $3,998-97.8% | $13,397-99.3% |