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 | $91,959 | $165,335-44.4% | $149,696-38.6% | $158,922-42.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.16% | 348.15%-336.0pp | 276.60%-264.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $19,702 | $5,103+286.1% | $4,644+324.2% | $4,761+313.8% |
| Participant deferral / active EE | $12,593 | $7,181+75.4% | $6,842+84.1% | $5,982+110.5% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |