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 | $123,501 | $202,432-39.0% | $169,368-27.1% | $139,434-11.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.01% | 531.74%-516.7pp | 405.60%-390.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,097 | $4,692-34.0% | $4,013-22.8% | $4,751-34.8% |
| Participant deferral / active EE | $10,774 | $6,938+55.3% | $6,221+73.2% | $6,710+60.6% |
| Admin fee / account holder | $114 | $10,708-98.9% | $9,003-98.7% | $11,403-99.0% |