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 | $89,876 | $180,449-50.2% | $154,107-41.7% | $135,375-33.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.27% | 888.09%-881.8pp | 735.12%-728.8pp | 519.73%-513.5pp |
| Employer contribution / active EE | $2,425 | $6,035-59.8% | $5,298-54.2% | $4,779-49.3% |
| Participant deferral / active EE | $11,000 | $5,806+89.5% | $5,081+116.5% | $5,609+96.1% |
| Admin fee / account holder | $8 | $16,143-100.0% | $13,411-99.9% | $10,827-99.9% |