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 | $139,595 | $198,466-29.7% | $170,442-18.1% | $147,584-5.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.67% | 257.29%-231.6pp | 205.93%-180.3pp | 578.55%-552.9pp |
| Employer contribution / active EE | $4,577 | $6,184-26.0% | $5,433-15.8% | $4,876-6.1% |
| Participant deferral / active EE | $7,476 | $5,629+32.8% | $4,939+51.4% | $5,439+37.5% |
| Admin fee / account holder | $196 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |