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 | $74,845 | $176,056-57.5% | $159,436-53.1% | $167,490-55.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.58% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $8,168 | $5,297+54.2% | $4,829+69.1% | $4,837+68.8% |
| Participant deferral / active EE | $5,648 | $7,750-27.1% | $7,352-23.2% | $6,341-10.9% |
| Admin fee / account holder | $248 | $12,554-98.0% | $10,799-97.7% | $12,309-98.0% |