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 | $138,633 | $217,402-36.2% | $185,823-25.4% | $167,490-17.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.35% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $5,457 | $5,873-7.1% | $5,167+5.6% | $4,837+12.8% |
| Participant deferral / active EE | $14,038 | $6,356+120.9% | $5,568+152.1% | $6,341+121.4% |
| Admin fee / account holder | $56 | $19,811-99.7% | $16,237-99.7% | $12,309-99.5% |