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 | $84,189 | $209,832-59.9% | $189,513-55.6% | $167,490-49.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.56% | 748.27%-728.7pp | 555.15%-535.6pp | 478.56%-459.0pp |
| Employer contribution / active EE | $2,172 | $6,914-68.6% | $6,162-64.8% | $4,837-55.1% |
| Participant deferral / active EE | $7,252 | $8,935-18.8% | $8,221-11.8% | $6,341+14.4% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |