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 | $138,699 | $109,817+26.3% | $98,442+40.9% | $167,490-17.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.15% | 1956.69%-1945.5pp | 1492.73%-1481.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,127 | $3,224-65.1% | $2,960-61.9% | $4,837-76.7% |
| Participant deferral / active EE | $11,550 | $4,673+147.2% | $4,276+170.1% | $6,341+82.1% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |