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 | $90,160 | $165,335-45.5% | $149,696-39.8% | $158,922-43.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.19% | 348.15%-332.0pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $6,232 | $5,103+22.1% | $4,644+34.2% | $4,761+30.9% |
| Participant deferral / active EE | $12,136 | $7,181+69.0% | $6,842+77.4% | $5,982+102.9% |
| Admin fee / account holder | $93 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |