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 | $140,479 | $217,402-35.4% | $185,823-24.4% | $167,490-16.1% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 17.37% | 148.36%-131.0pp | 122.05%-104.7pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,495 | $5,873-57.5% | $5,167-51.7% | $4,837-48.4% |
| Participant deferral / active EE | $8,046 | $6,356+26.6% | $5,568+44.5% | $6,341+26.9% |
| Admin fee / account holder | $25 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |