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 | $152,598 | $202,318-24.6% | $172,739-11.7% | $152,861-0.2% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 23.68% | 1029.65%-1006.0pp | 802.84%-779.2pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,164 | $5,856-63.1% | $5,143-57.9% | $4,762-54.6% |
| Participant deferral / active EE | $7,479 | $5,948+25.7% | $5,198+43.9% | $5,850+27.8% |
| Admin fee / account holder | $114 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |