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 | $42,495 | $198,466-78.6% | $170,442-75.1% | $147,584-71.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.05% | 257.29%-242.2pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $9,412 | $6,184+52.2% | $5,433+73.2% | $4,876+93.0% |
| Participant deferral / active EE | $3,351 | $5,629-40.5% | $4,939-32.2% | $5,439-38.4% |
| Admin fee / account holder | $156 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |