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 | $52,046 | $198,466-73.8% | $170,442-69.5% | $147,584-64.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.01% | 257.29%-241.3pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $6,068 | $6,184-1.9% | $5,433+11.7% | $4,876+24.4% |
| Participant deferral / active EE | $4,099 | $5,629-27.2% | $4,939-17.0% | $5,439-24.6% |
| Admin fee / account holder | $245 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |