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 | $134,575 | $159,901-15.8% | $146,958-8.4% | $145,922-7.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.00% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,577 | $5,286-51.2% | $4,933-47.8% | $4,660-44.7% |
| Participant deferral / active EE | $4,879 | $8,428-42.1% | $8,070-39.5% | $6,688-27.1% |
| Admin fee / account holder | $15 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |