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 5-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 | $76,981 | $70,756+8.8% | $65,493+17.5% | $142,382-45.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.29% | 1754.89%-1733.6pp | 982.45%-961.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,362 | $2,881-52.7% | $2,574-47.1% | $4,299-68.3% |
| Participant deferral / active EE | $12,488 | $4,637+169.3% | $3,961+215.3% | $6,507+91.9% |
| Admin fee / account holder | $284 | $6,559-95.7% | $5,028-94.4% | $12,624-97.8% |