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 | $144,766 | $100,852+43.5% | $90,404+60.1% | $158,922-8.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 24.52% | 1724.20%-1699.7pp | 1293.02%-1268.5pp | 302.83%-278.3pp |
| Employer contribution / active EE | $3,338 | $3,689-9.5% | $3,262+2.3% | $4,761-29.9% |
| Participant deferral / active EE | $4,775 | $4,348+9.8% | $3,963+20.5% | $5,982-20.2% |
| Admin fee / account holder | $7 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |