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 | $130,235 | $198,466-34.4% | $170,442-23.6% | $147,584-11.8% |
| Participation rate | 95.5% | 88.0%+7.5pp | 83.6%+11.9pp | 82.8%+12.6pp |
| Annual return | 14.70% | 257.29%-242.6pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $3,409 | $6,184-44.9% | $5,433-37.2% | $4,876-30.1% |
| Participant deferral / active EE | $4,274 | $5,629-24.1% | $4,939-13.5% | $5,439-21.4% |
| Admin fee / account holder | $150 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |