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 | $85,903 | $70,756+21.4% | $65,493+31.2% | $142,382-39.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 23.91% | 1754.89%-1731.0pp | 982.45%-958.5pp | 217.08%-193.2pp |
| Employer contribution / active EE | $4,709 | $2,881+63.5% | $2,574+82.9% | $4,299+9.5% |
| Participant deferral / active EE | $10,371 | $4,637+123.6% | $3,961+161.8% | $6,507+59.4% |
| Admin fee / account holder | $92 | $6,559-98.6% | $5,028-98.2% | $12,624-99.3% |