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 | $145,311 | $198,466-26.8% | $170,442-14.7% | $147,584-1.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.61% | 257.29%-243.7pp | 205.93%-192.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,512 | $6,184-59.4% | $5,433-53.8% | $4,876-48.5% |
| Participant deferral / active EE | $4,194 | $5,629-25.5% | $4,939-15.1% | $5,439-22.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |