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 | $42,356 | $198,466-78.7% | $170,442-75.1% | $147,584-71.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 29.50% | 257.29%-227.8pp | 205.93%-176.4pp | 578.55%-549.0pp |
| Employer contribution / active EE | $5,483 | $6,184-11.3% | $5,433+0.9% | $4,876+12.4% |
| Participant deferral / active EE | $4,953 | $5,629-12.0% | $4,939+0.3% | $5,439-8.9% |
| Admin fee / account holder | $63 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |