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 | $121,140 | $73,515+64.8% | $62,995+92.3% | $147,584-17.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.85% | 175.43%-155.6pp | 87.57%-67.7pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,108 | $3,320-36.5% | $2,759-23.6% | $4,876-56.8% |
| Participant deferral / active EE | $5,814 | $4,185+38.9% | $3,329+74.6% | $5,439+6.9% |
| Admin fee / account holder | $221 | $5,953-96.3% | $3,600-93.8% | $10,885-98.0% |