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 | $77,560 | $107,334-27.7% | $92,893-16.5% | $152,861-49.3% |
| Participation rate | 90.5% | 79.8%+10.7pp | 76.0%+14.5pp | 82.4%+8.0pp |
| Annual return | 25.61% | 145.58%-120.0pp | 109.41%-83.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $4,380 | $4,221+3.8% | $3,653+19.9% | $4,762-8.0% |
| Participant deferral / active EE | $7,319 | $4,845+51.1% | $4,236+72.8% | $5,850+25.1% |
| Admin fee / account holder | $178 | $7,079-97.5% | $5,794-96.9% | $11,596-98.5% |