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 | $109,545 | $159,934-31.5% | $147,005-25.5% | $145,959-24.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.45% | 98.24%-83.8pp | 418.76%-404.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $2,700 | $5,287-48.9% | $4,934-45.3% | $4,661-42.1% |
| Participant deferral / active EE | $4,740 | $8,427-43.8% | $8,070-41.3% | $6,689-29.1% |
| Admin fee / account holder | $171 | $15,053-98.9% | $13,006-98.7% | $13,398-98.7% |