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 | $75,701 | $102,317-26.0% | $146,958-48.5% | $80,856-6.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.54% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $6,236 | $3,713+68.0% | $4,933+26.4% | $2,755+126.4% |
| Participant deferral / active EE | $6,872 | $6,644+3.4% | $8,070-14.8% | $4,296+60.0% |
| Admin fee / account holder | $196 | $7,941-97.5% | $12,998-98.5% | $6,918-97.2% |