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 | $73,237 | $209,411-65.0% | $178,490-59.0% | $158,922-53.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.41% | 188.75%-172.3pp | 151.07%-134.7pp | 302.83%-286.4pp |
| Employer contribution / active EE | $14,083 | $5,706+146.8% | $5,011+181.1% | $4,761+195.8% |
| Participant deferral / active EE | $5,744 | $5,954-3.5% | $5,202+10.4% | $5,982-4.0% |
| Admin fee / account holder | $262 | $17,074-98.5% | $13,984-98.1% | $11,246-97.7% |