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 | $111,110 | $109,817+1.2% | $98,442+12.9% | $167,490-33.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.72% | 1956.69%-1946.0pp | 1492.73%-1482.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,000 | $3,224-38.0% | $2,960-32.4% | $4,837-58.7% |
| Participant deferral / active EE | $4,903 | $4,673+4.9% | $4,276+14.7% | $6,341-22.7% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |