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 | $95,558 | $112,096-14.8% | $95,952-0.4% | $158,922-39.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.88% | 171.09%-146.2pp | 91.61%-66.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $3,396 | $3,198+6.2% | $2,541+33.6% | $4,761-28.7% |
| Participant deferral / active EE | $7,199 | $4,784+50.5% | $4,167+72.8% | $5,982+20.3% |
| Admin fee / account holder | $12 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |