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 | $119,428 | $176,056-32.2% | $159,436-25.1% | $167,490-28.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.09% | 331.75%-319.7pp | 263.57%-251.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,300 | $5,297-75.5% | $4,829-73.1% | $4,837-73.1% |
| Participant deferral / active EE | $9,440 | $7,750+21.8% | $7,352+28.4% | $6,341+48.9% |
| Admin fee / account holder | $7 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |