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 | $106,574 | $105,998+0.5% | $92,233+15.5% | $147,584-27.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.90% | 50.05%-33.1pp | 176.28%-159.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,782 | $4,333-35.8% | $3,679-24.4% | $4,876-42.9% |
| Participant deferral / active EE | $5,721 | $4,478+27.8% | $3,897+46.8% | $5,439+5.2% |
| Admin fee / account holder | $248 | $6,332-96.1% | $5,194-95.2% | $10,885-97.7% |