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 | $111,523 | $165,335-32.5% | $149,696-25.5% | $158,922-29.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 39.47% | 348.15%-308.7pp | 276.60%-237.1pp | 302.83%-263.4pp |
| Employer contribution / active EE | $4,397 | $5,103-13.8% | $4,644-5.3% | $4,761-7.7% |
| Participant deferral / active EE | $3,886 | $7,181-45.9% | $6,842-43.2% | $5,982-35.0% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |