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 | $65,082 | $209,411-68.9% | $178,490-63.5% | $158,922-59.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.01% | 188.75%-169.7pp | 151.07%-132.1pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,064 | $5,706-63.8% | $5,011-58.8% | $4,761-56.7% |
| Participant deferral / active EE | $5,960 | $5,954+0.1% | $5,202+14.6% | $5,982-0.4% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |