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 | $130,011 | $165,335-21.4% | $149,696-13.1% | $158,922-18.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.32% | 348.15%-333.8pp | 276.60%-262.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $11,057 | $5,103+116.7% | $4,644+138.1% | $4,761+132.2% |
| Participant deferral / active EE | $8,171 | $7,181+13.8% | $6,842+19.4% | $5,982+36.6% |
| Admin fee / account holder | $90 | $10,807-99.2% | $9,309-99.0% | $11,246-99.2% |