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 | $124,792 | $176,056-29.1% | $159,436-21.7% | $167,490-25.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.30% | 331.75%-316.4pp | 263.57%-248.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,690 | $5,297-68.1% | $4,829-65.0% | $4,837-65.1% |
| Participant deferral / active EE | $10,190 | $7,750+31.5% | $7,352+38.6% | $6,341+60.7% |
| Admin fee / account holder | $25 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |