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 | $122,223 | $158,398-22.8% | $126,539-3.4% | $142,382-14.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.47% | 593.76%-575.3pp | 425.95%-407.5pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,274 | $4,650-51.1% | $3,674-38.1% | $4,299-47.1% |
| Participant deferral / active EE | $9,995 | $4,767+109.7% | $4,083+144.8% | $6,507+53.6% |
| Admin fee / account holder | $26 | $6,918-99.6% | $6,065-99.6% | $12,624-99.8% |