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 | $79,997 | $176,056-54.6% | $159,436-49.8% | $167,490-52.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.51% | 331.75%-318.2pp | 263.57%-250.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $4,958 | $5,297-6.4% | $4,829+2.7% | $4,837+2.5% |
| Participant deferral / active EE | $5,222 | $7,750-32.6% | $7,352-29.0% | $6,341-17.7% |
| Admin fee / account holder | $175 | $12,554-98.6% | $10,799-98.4% | $12,309-98.6% |