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 | $68,205 | $198,466-65.6% | $170,442-60.0% | $147,584-53.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.73% | 257.29%-244.6pp | 205.93%-193.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $6,623 | $6,184+7.1% | $5,433+21.9% | $4,876+35.8% |
| Participant deferral / active EE | $6,484 | $5,629+15.2% | $4,939+31.3% | $5,439+19.2% |
| Admin fee / account holder | $244 | $16,852-98.6% | $13,880-98.2% | $10,885-97.8% |