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 | $135,128 | $109,982+22.9% | $97,226+39.0% | $145,922-7.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.51% | 242.90%-227.4pp | 75.13%-59.6pp | 561.29%-545.8pp |
| Employer contribution / active EE | $12,544 | $3,084+306.8% | $2,729+359.7% | $4,660+169.2% |
| Participant deferral / active EE | $6,843 | $4,676+46.4% | $4,264+60.5% | $6,688+2.3% |
| Admin fee / account holder | $124 | $6,221-98.0% | $5,654-97.8% | $13,397-99.1% |