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 | $130,634 | $226,064-42.2% | $182,532-28.4% | $152,861-14.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.75% | 192.51%-166.8pp | 148.54%-122.8pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,015 | $4,978-79.6% | $4,076-75.1% | $4,762-78.7% |
| Participant deferral / active EE | $6,070 | $6,368-4.7% | $5,524+9.9% | $5,850+3.8% |
| Admin fee / account holder | $8 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |