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 | $41,246 | $198,466-79.2% | $170,442-75.8% | $147,584-72.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.80% | 257.29%-233.5pp | 205.93%-182.1pp | 578.55%-554.8pp |
| Employer contribution / active EE | $7,083 | $6,184+14.5% | $5,433+30.4% | $4,876+45.2% |
| Participant deferral / active EE | $6,976 | $5,629+23.9% | $4,939+41.2% | $5,439+28.3% |
| Admin fee / account holder | $175 | $16,852-99.0% | $13,880-98.7% | $10,885-98.4% |