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 | $152,368 | $107,334+42.0% | $92,893+64.0% | $152,861-0.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 34.12% | 145.58%-111.5pp | 109.41%-75.3pp | 345.32%-311.2pp |
| Employer contribution / active EE | $1,377 | $4,221-67.4% | $3,653-62.3% | $4,762-71.1% |
| Participant deferral / active EE | $3,177 | $4,845-34.4% | $4,236-25.0% | $5,850-45.7% |
| Admin fee / account holder | $5 | $7,079-99.9% | $5,794-99.9% | $11,596-100.0% |