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 | $54,580 | $198,466-72.5% | $170,442-68.0% | $147,584-63.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.35% | 257.29%-245.9pp | 205.93%-194.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $5,358 | $6,184-13.4% | $5,433-1.4% | $4,876+9.9% |
| Participant deferral / active EE | $5,421 | $5,629-3.7% | $4,939+9.7% | $5,439-0.3% |
| Admin fee / account holder | $74 | $16,852-99.6% | $13,880-99.5% | $10,885-99.3% |