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 | $135,005 | $159,901-15.6% | $146,958-8.1% | $145,922-7.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.67% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,468 | $5,286-15.5% | $4,933-9.4% | $4,660-4.1% |
| Participant deferral / active EE | $7,196 | $8,428-14.6% | $8,070-10.8% | $6,688+7.6% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |