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 | $75,919 | $209,411-63.7% | $178,490-57.5% | $158,922-52.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.65% | 188.75%-170.1pp | 151.07%-132.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $3,054 | $5,706-46.5% | $5,011-39.0% | $4,761-35.8% |
| Participant deferral / active EE | $7,842 | $5,954+31.7% | $5,202+50.8% | $5,982+31.1% |
| Admin fee / account holder | $291 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |