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 | $76,755 | $210,648-63.6% | $177,989-56.9% | $145,922-47.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.30% | 385.86%-366.6pp | 294.48%-275.2pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,388 | $4,565-69.6% | $3,949-64.9% | $4,660-70.2% |
| Participant deferral / active EE | $8,411 | $6,958+20.9% | $6,276+34.0% | $6,688+25.8% |
| Admin fee / account holder | $132 | $12,013-98.9% | $10,363-98.7% | $13,397-99.0% |