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 | $163,702 | $150,187+9.0% | $120,354+36.0% | $145,922+12.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.05% | 154.07%-137.0pp | 107.15%-90.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $5,915 | $4,348+36.0% | $3,463+70.8% | $4,660+26.9% |
| Participant deferral / active EE | $8,586 | $6,173+39.1% | $4,991+72.0% | $6,688+28.4% |
| Admin fee / account holder | $112 | $12,207-99.1% | $9,423-98.8% | $13,397-99.2% |