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 | $113,146 | $144,119-21.5% | $117,854-4.0% | $147,584-23.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.51% | 531.15%-514.6pp | 335.08%-318.6pp | 578.55%-562.0pp |
| Employer contribution / active EE | $3,087 | $4,896-36.9% | $3,786-18.5% | $4,876-36.7% |
| Participant deferral / active EE | $4,912 | $5,316-7.6% | $4,482+9.6% | $5,439-9.7% |
| Admin fee / account holder | $122 | $10,886-98.9% | $8,020-98.5% | $10,885-98.9% |