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 | $140,289 | $109,817+27.7% | $98,442+42.5% | $167,490-16.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.11% | 1956.69%-1944.6pp | 1492.73%-1480.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,548 | $3,224+10.1% | $2,960+19.9% | $4,837-26.7% |
| Participant deferral / active EE | $7,986 | $4,673+70.9% | $4,276+86.8% | $6,341+25.9% |
| Admin fee / account holder | $31 | $6,753-99.5% | $5,949-99.5% | $12,309-99.7% |