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 | $104,520 | $165,335-36.8% | $149,696-30.2% | $158,922-34.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.96% | 348.15%-323.2pp | 276.60%-251.6pp | 302.83%-277.9pp |
| Employer contribution / active EE | $12,459 | $5,103+144.2% | $4,644+168.3% | $4,761+161.7% |
| Participant deferral / active EE | $8,951 | $7,181+24.6% | $6,842+30.8% | $5,982+49.6% |
| Admin fee / account holder | $53 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |