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 | $119,880 | $102,317+17.2% | $146,958-18.4% | $80,856+48.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.54% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,589 | $3,713-30.3% | $4,933-47.5% | $2,755-6.0% |
| Participant deferral / active EE | $6,204 | $6,644-6.6% | $8,070-23.1% | $4,296+44.4% |
| Admin fee / account holder | $69 | $7,941-99.1% | $12,998-99.5% | $6,918-99.0% |