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 | $107,974 | $157,256-31.3% | $141,162-23.5% | $152,861-29.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.43% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $7,426 | $5,261+41.1% | $4,735+56.8% | $4,762+55.9% |
| Participant deferral / active EE | $9,740 | $7,109+37.0% | $6,709+45.2% | $5,850+66.5% |
| Admin fee / account holder | $105 | $12,120-99.1% | $10,261-99.0% | $11,596-99.1% |