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 | $128,465 | $105,998+21.2% | $92,233+39.3% | $147,584-13.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.56% | 50.05%-36.5pp | 176.28%-162.7pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,779 | $4,333-58.9% | $3,679-51.7% | $4,876-63.5% |
| Participant deferral / active EE | $3,030 | $4,478-32.3% | $3,897-22.2% | $5,439-44.3% |
| Admin fee / account holder | $81 | $6,332-98.7% | $5,194-98.4% | $10,885-99.3% |