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 | $70,254 | $226,064-68.9% | $182,532-61.5% | $152,861-54.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.17% | 192.51%-168.3pp | 148.54%-124.4pp | 345.32%-321.1pp |
| Employer contribution / active EE | $5,000 | $4,978+0.4% | $4,076+22.7% | $4,762+5.0% |
| Participant deferral / active EE | $13,147 | $6,368+106.5% | $5,524+138.0% | $5,850+124.7% |
| Admin fee / account holder | $132 | $10,703-98.8% | $8,592-98.5% | $11,596-98.9% |