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 | $138,700 | $209,411-33.8% | $178,490-22.3% | $158,922-12.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.01% | 188.75%-174.7pp | 151.07%-137.1pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,029 | $5,706-64.4% | $5,011-59.5% | $4,761-57.4% |
| Participant deferral / active EE | $5,555 | $5,954-6.7% | $5,202+6.8% | $5,982-7.1% |
| Admin fee / account holder | $1 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |