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 | $80,206 | $165,335-51.5% | $149,696-46.4% | $158,922-49.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.02% | 348.15%-331.1pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $5,933 | $5,103+16.3% | $4,644+27.7% | $4,761+24.6% |
| Participant deferral / active EE | $12,448 | $7,181+73.3% | $6,842+81.9% | $5,982+108.1% |
| Admin fee / account holder | $290 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |