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 | $94,551 | $217,402-56.5% | $185,823-49.1% | $167,490-43.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 42.89% | 148.36%-105.5pp | 122.05%-79.2pp | 478.56%-435.7pp |
| Employer contribution / active EE | $3,031 | $5,873-48.4% | $5,167-41.4% | $4,837-37.4% |
| Participant deferral / active EE | $8,044 | $6,356+26.5% | $5,568+44.5% | $6,341+26.9% |
| Admin fee / account holder | $196 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |