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 | $112,653 | $152,587-26.2% | $125,175-10.0% | $152,861-26.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.21% | 54.84%-29.6pp | 43.79%-18.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,509 | $4,946-49.3% | $3,865-35.1% | $4,762-47.3% |
| Participant deferral / active EE | $6,629 | $5,868+13.0% | $4,937+34.3% | $5,850+13.3% |
| Admin fee / account holder | $3 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |