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 | $137,198 | $144,119-4.8% | $117,854+16.4% | $147,584-7.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.64% | 531.15%-512.5pp | 335.08%-316.4pp | 578.55%-559.9pp |
| Employer contribution / active EE | $9,872 | $4,896+101.6% | $3,786+160.7% | $4,876+102.4% |
| Participant deferral / active EE | $9,212 | $5,316+73.3% | $4,482+105.6% | $5,439+69.4% |
| Admin fee / account holder | $135 | $10,886-98.8% | $8,020-98.3% | $10,885-98.8% |