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 | $114,366 | $68,097+67.9% | $62,929+81.7% | $137,256-16.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.78% | 1859.11%-1839.3pp | 1063.93%-1044.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,435 | $2,811+22.2% | $2,505+37.1% | $4,156-17.3% |
| Participant deferral / active EE | $13,295 | $4,553+192.0% | $3,888+241.9% | $6,407+107.5% |
| Admin fee / account holder | $245 | $6,521-96.2% | $5,065-95.2% | $12,270-98.0% |