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 | $35,090 | $198,466-82.3% | $170,442-79.4% | $147,584-76.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.14% | 257.29%-236.2pp | 205.93%-184.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $7,873 | $6,184+27.3% | $5,433+44.9% | $4,876+61.5% |
| Participant deferral / active EE | $5,227 | $5,629-7.1% | $4,939+5.8% | $5,439-3.9% |
| Admin fee / account holder | $17 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |