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 | $60,185 | $198,466-69.7% | $170,442-64.7% | $147,584-59.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 33.67% | 257.29%-223.6pp | 205.93%-172.3pp | 578.55%-544.9pp |
| Employer contribution / active EE | $2,443 | $6,184-60.5% | $5,433-55.0% | $4,876-49.9% |
| Participant deferral / active EE | $8,054 | $5,629+43.1% | $4,939+63.1% | $5,439+48.1% |
| Admin fee / account holder | $211 | $16,852-98.7% | $13,880-98.5% | $10,885-98.1% |