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 | $131,939 | $165,335-20.2% | $149,696-11.9% | $158,922-17.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.70% | 348.15%-314.4pp | 276.60%-242.9pp | 302.83%-269.1pp |
| Employer contribution / active EE | $3,854 | $5,103-24.5% | $4,644-17.0% | $4,761-19.1% |
| Participant deferral / active EE | $11,563 | $7,181+61.0% | $6,842+69.0% | $5,982+93.3% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |