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 | $56,923 | $198,466-71.3% | $170,442-66.6% | $147,584-61.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.47% | 257.29%-242.8pp | 205.93%-191.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,363 | $6,184-61.8% | $5,433-56.5% | $4,876-51.5% |
| Participant deferral / active EE | $4,549 | $5,629-19.2% | $4,939-7.9% | $5,439-16.4% |
| Admin fee / account holder | $268 | $16,852-98.4% | $13,880-98.1% | $10,885-97.5% |