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 | $86,346 | $209,411-58.8% | $178,490-51.6% | $158,922-45.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.44% | 188.75%-169.3pp | 151.07%-131.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,044 | $5,706-64.2% | $5,011-59.2% | $4,761-57.1% |
| Participant deferral / active EE | $5,423 | $5,954-8.9% | $5,202+4.3% | $5,982-9.3% |
| Admin fee / account holder | $240 | $17,074-98.6% | $13,984-98.3% | $11,246-97.9% |