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 | $82,005 | $107,334-23.6% | $92,893-11.7% | $152,861-46.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.03% | 145.58%-122.6pp | 109.41%-86.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $10,130 | $4,221+140.0% | $3,653+177.3% | $4,762+112.7% |
| Participant deferral / active EE | $7,538 | $4,845+55.6% | $4,236+77.9% | $5,850+28.9% |
| Admin fee / account holder | $4 | $7,079-99.9% | $5,794-99.9% | $11,596-100.0% |