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 | $132,050 | $150,187-12.1% | $120,354+9.7% | $145,922-9.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.07% | 154.07%-134.0pp | 107.15%-87.1pp | 561.29%-541.2pp |
| Employer contribution / active EE | $1,480 | $4,348-66.0% | $3,463-57.3% | $4,660-68.2% |
| Participant deferral / active EE | $12,267 | $6,173+98.7% | $4,991+145.8% | $6,688+83.4% |
| Admin fee / account holder | $71 | $12,207-99.4% | $9,423-99.2% | $13,397-99.5% |