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 | $125,529 | $209,411-40.1% | $178,490-29.7% | $158,922-21.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.76% | 188.75%-174.0pp | 151.07%-136.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $7,049 | $5,706+23.5% | $5,011+40.7% | $4,761+48.1% |
| Participant deferral / active EE | $2,279 | $5,954-61.7% | $5,202-56.2% | $5,982-61.9% |
| Admin fee / account holder | $7 | $17,074-100.0% | $13,984-99.9% | $11,246-99.9% |