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 | $111,660 | $133,922-16.6% | $116,228-3.9% | $142,382-21.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.14% | 147.76%-129.6pp | 90.06%-71.9pp | 217.08%-198.9pp |
| Employer contribution / active EE | $13,059 | $3,446+279.0% | $2,994+336.1% | $4,299+203.8% |
| Participant deferral / active EE | $3,187 | $5,672-43.8% | $4,953-35.7% | $6,507-51.0% |
| Admin fee / account holder | $38 | $14,945-99.7% | $11,989-99.7% | $12,624-99.7% |