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 | $86,874 | $101,618-14.5% | $93,063-6.7% | $137,256-36.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.85% | 223.95%-203.1pp | 34.15%-13.3pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,186 | $2,707+17.7% | $2,476+28.7% | $4,156-23.3% |
| Participant deferral / active EE | $9,381 | $4,279+119.2% | $3,958+137.0% | $6,407+46.4% |
| Admin fee / account holder | $147 | $6,198-97.6% | $6,033-97.6% | $12,270-98.8% |