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 | $95,974 | $198,466-51.6% | $170,442-43.7% | $147,584-35.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.04% | 257.29%-232.3pp | 205.93%-180.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $24,784 | $6,184+300.8% | $5,433+356.2% | $4,876+408.3% |
| Participant deferral / active EE | $6,433 | $5,629+14.3% | $4,939+30.2% | $5,439+18.3% |
| Admin fee / account holder | $184 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |