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 | $102,382+17.1% | $147,005-18.5% | $80,874+48.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.54% | 134.89%-118.4pp | 418.76%-402.2pp | 35.62%-19.1pp |
| Employer contribution / active EE | $2,589 | $3,715-30.3% | $4,934-47.5% | $2,756-6.0% |
| Participant deferral / active EE | $6,204 | $6,646-6.7% | $8,070-23.1% | $4,297+44.4% |
| Admin fee / account holder | $69 | $7,942-99.1% | $13,006-99.5% | $6,935-99.0% |