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 | $106,207 | $209,411-49.3% | $178,490-40.5% | $158,922-33.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 88.10% | 188.75%-100.7pp | 151.07%-63.0pp | 302.83%-214.7pp |
| Employer contribution / active EE | $3,691 | $5,706-35.3% | $5,011-26.3% | $4,761-22.5% |
| Participant deferral / active EE | $3,250 | $5,954-45.4% | $5,202-37.5% | $5,982-45.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |