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 | $70,004 | $180,449-61.2% | $154,107-54.6% | $135,375-48.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.94% | 888.09%-881.2pp | 735.12%-728.2pp | 519.73%-512.8pp |
| Employer contribution / active EE | $5,000 | $6,035-17.1% | $5,298-5.6% | $4,779+4.6% |
| Participant deferral / active EE | $7,002 | $5,806+20.6% | $5,081+37.8% | $5,609+24.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |