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 | $69,539 | $176,056-60.5% | $159,436-56.4% | $167,490-58.5% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 21.10% | 331.75%-310.6pp | 263.57%-242.5pp | 478.56%-457.5pp |
| Employer contribution / active EE | $11,525 | $5,297+117.6% | $4,829+138.6% | $4,837+138.2% |
| Participant deferral / active EE | $8,118 | $7,750+4.8% | $7,352+10.4% | $6,341+28.0% |
| Admin fee / account holder | $38 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |