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 | $61,323 | $165,335-62.9% | $149,696-59.0% | $158,922-61.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.55% | 348.15%-324.6pp | 276.60%-253.1pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,410 | $5,103-52.8% | $4,644-48.1% | $4,761-49.4% |
| Participant deferral / active EE | $7,666 | $7,181+6.8% | $6,842+12.0% | $5,982+28.2% |
| Admin fee / account holder | $217 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |