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 | $108,136 | $217,402-50.3% | $185,823-41.8% | $167,490-35.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.11% | 148.36%-136.3pp | 122.05%-109.9pp | 478.56%-466.5pp |
| Employer contribution / active EE | $8,016 | $5,873+36.5% | $5,167+55.1% | $4,837+65.7% |
| Participant deferral / active EE | $5,506 | $6,356-13.4% | $5,568-1.1% | $6,341-13.2% |
| Admin fee / account holder | $24 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |