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 | $120,669 | $105,998+13.8% | $92,233+30.8% | $147,584-18.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.96% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,166 | $4,333-50.0% | $3,679-41.1% | $4,876-55.6% |
| Participant deferral / active EE | $4,773 | $4,478+6.6% | $3,897+22.5% | $5,439-12.2% |
| Admin fee / account holder | $201 | $6,332-96.8% | $5,194-96.1% | $10,885-98.2% |