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 | $96,806 | $159,602-39.3% | $150,045-35.5% | $142,382-32.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.55% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $13,621 | $4,961+174.6% | $4,693+190.2% | $4,299+216.8% |
| Participant deferral / active EE | $10,746 | $8,310+29.3% | $7,997+34.4% | $6,507+65.1% |
| Admin fee / account holder | $184 | $14,846-98.8% | $13,435-98.6% | $12,624-98.5% |