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 | $138,393 | $176,056-21.4% | $159,436-13.2% | $167,490-17.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.79% | 331.75%-317.0pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $4,040 | $5,297-23.7% | $4,829-16.3% | $4,837-16.5% |
| Participant deferral / active EE | $13,265 | $7,750+71.2% | $7,352+80.4% | $6,341+109.2% |
| Admin fee / account holder | $192 | $12,554-98.5% | $10,799-98.2% | $12,309-98.4% |