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 | $147,370 | $107,934+36.5% | $91,989+60.2% | $152,861-3.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.51% | 89.24%-65.7pp | 69.02%-45.5pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,954 | $4,210-6.1% | $3,452+14.6% | $4,762-17.0% |
| Participant deferral / active EE | $15,281 | $6,364+140.1% | $5,923+158.0% | $5,850+161.2% |
| Admin fee / account holder | $7 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |