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 | $87,932 | $180,449-51.3% | $154,107-42.9% | $135,375-35.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.64% | 888.09%-879.5pp | 735.12%-726.5pp | 519.73%-511.1pp |
| Employer contribution / active EE | $4,921 | $6,035-18.5% | $5,298-7.1% | $4,779+3.0% |
| Participant deferral / active EE | $2,226 | $5,806-61.7% | $5,081-56.2% | $5,609-60.3% |
| Admin fee / account holder | $285 | $16,143-98.2% | $13,411-97.9% | $10,827-97.4% |