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 | $112,674 | $100,773+11.8% | $88,946+26.7% | $142,382-20.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.27% | 70.18%-55.9pp | 57.82%-43.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,767 | $2,918+29.1% | $2,555+47.4% | $4,299-12.4% |
| Participant deferral / active EE | $7,258 | $5,230+38.8% | $4,581+58.4% | $6,507+11.5% |
| Admin fee / account holder | $22 | $9,693-99.8% | $8,261-99.7% | $12,624-99.8% |