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 | $92,506 | $72,071+28.4% | $68,368+35.3% | $137,256-32.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.05% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,697 | $2,788-39.1% | $2,649-35.9% | $4,156-59.2% |
| Participant deferral / active EE | $4,243 | $4,410-3.8% | $4,123+2.9% | $6,407-33.8% |
| Admin fee / account holder | $8 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |