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 | $93,810 | $76,738+22.2% | $56,411+66.3% | $145,922-35.7% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+19.0pp | 80.3%-8.8pp |
| Annual return | 11.15% | 2994.23%-2983.1pp | 1701.33%-1690.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,248 | $1,380-9.6% | $1,039+20.2% | $4,660-73.2% |
| Participant deferral / active EE | $5,459 | $2,623+108.1% | $1,952+179.7% | $6,688-18.4% |
| Admin fee / account holder | $200 | $3,334-94.0% | $2,829-92.9% | $13,397-98.5% |