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 | $91,202 | $197,591-53.8% | $177,821-48.7% | $158,922-42.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.18% | 58.76%-50.6pp | 48.32%-40.1pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,815 | $6,697-58.0% | $5,918-52.4% | $4,761-40.9% |
| Participant deferral / active EE | $10,769 | $8,405+28.1% | $7,714+39.6% | $5,982+80.0% |
| Admin fee / account holder | $18 | $15,399-99.9% | $12,427-99.9% | $11,246-99.8% |