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 | $131,697 | $209,411-37.1% | $178,490-26.2% | $158,922-17.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.71% | 188.75%-173.0pp | 151.07%-135.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,955 | $5,706-48.2% | $5,011-41.0% | $4,761-37.9% |
| Participant deferral / active EE | $9,362 | $5,954+57.2% | $5,202+80.0% | $5,982+56.5% |
| Admin fee / account holder | $209 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |