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 | $105,807 | $202,318-47.7% | $172,739-38.7% | $152,861-30.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.78% | 1029.65%-1001.9pp | 802.84%-775.1pp | 345.32%-317.5pp |
| Employer contribution / active EE | $5,182 | $5,856-11.5% | $5,143+0.8% | $4,762+8.8% |
| Participant deferral / active EE | $4,077 | $5,948-31.4% | $5,198-21.6% | $5,850-30.3% |
| Admin fee / account holder | $236 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |