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 | $54,476 | $176,056-69.1% | $159,436-65.8% | $167,490-67.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.42% | 331.75%-318.3pp | 263.57%-250.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $10,536 | $5,297+98.9% | $4,829+118.2% | $4,837+117.8% |
| Participant deferral / active EE | $7,079 | $7,750-8.7% | $7,352-3.7% | $6,341+11.6% |
| Admin fee / account holder | $122 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |