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 | $97,803 | $159,901-38.8% | $146,958-33.4% | $145,922-33.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.42% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $10,787 | $5,286+104.1% | $4,933+118.7% | $4,660+131.5% |
| Participant deferral / active EE | $10,787 | $8,428+28.0% | $8,070+33.7% | $6,688+61.3% |
| Admin fee / account holder | $139 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |