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 | $105,625 | $144,119-26.7% | $117,854-10.4% | $147,584-28.4% |
| Participation rate | 92.3% | 83.4%+8.9pp | 79.7%+12.6pp | 82.8%+9.5pp |
| Annual return | 19.34% | 531.15%-511.8pp | 335.08%-315.7pp | 578.55%-559.2pp |
| Employer contribution / active EE | $4,020 | $4,896-17.9% | $3,786+6.2% | $4,876-17.6% |
| Participant deferral / active EE | $8,801 | $5,316+65.6% | $4,482+96.4% | $5,439+61.8% |
| Admin fee / account holder | $10 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |