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 | $140,001 | $210,648-33.5% | $177,989-21.3% | $145,922-4.1% |
| Participation rate | 87.0% | 80.8%+6.2pp | 77.1%+9.9pp | 80.3%+6.7pp |
| Annual return | 11.32% | 385.86%-374.5pp | 294.48%-283.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $5,497 | $4,565+20.4% | $3,949+39.2% | $4,660+18.0% |
| Participant deferral / active EE | $5,747 | $6,958-17.4% | $6,276-8.4% | $6,688-14.1% |
| Admin fee / account holder | $133 | $12,013-98.9% | $10,363-98.7% | $13,397-99.0% |