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 | $80,799 | $148,534-45.6% | $135,903-40.5% | $139,434-42.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.30% | 79.19%-54.9pp | 68.23%-43.9pp | 372.94%-348.6pp |
| Employer contribution / active EE | $3,990 | $5,243-23.9% | $4,856-17.8% | $4,751-16.0% |
| Participant deferral / active EE | $8,453 | $8,100+4.4% | $7,758+9.0% | $6,710+26.0% |
| Admin fee / account holder | $17 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |