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 | $91,218 | $99,020-7.9% | $86,590+5.3% | $147,584-38.2% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 22.85% | 1312.34%-1289.5pp | 964.84%-942.0pp | 578.55%-555.7pp |
| Employer contribution / active EE | $5,210 | $3,132+66.4% | $2,839+83.5% | $4,876+6.8% |
| Participant deferral / active EE | $8,575 | $3,972+115.9% | $3,609+137.6% | $5,439+57.7% |
| Admin fee / account holder | $250 | $5,710-95.6% | $4,906-94.9% | $10,885-97.7% |