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 | $67,989 | $209,411-67.5% | $178,490-61.9% | $158,922-57.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.75% | 188.75%-181.0pp | 151.07%-143.3pp | 302.83%-295.1pp |
| Employer contribution / active EE | $8,090 | $5,706+41.8% | $5,011+61.5% | $4,761+69.9% |
| Participant deferral / active EE | $8,316 | $5,954+39.7% | $5,202+59.9% | $5,982+39.0% |
| Admin fee / account holder | $51 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |