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 | $102,667 | $198,466-48.3% | $170,442-39.8% | $147,584-30.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.14% | 257.29%-243.2pp | 205.93%-191.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $5,295 | $6,184-14.4% | $5,433-2.5% | $4,876+8.6% |
| Participant deferral / active EE | $9,426 | $5,629+67.4% | $4,939+90.8% | $5,439+73.3% |
| Admin fee / account holder | $114 | $16,852-99.3% | $13,880-99.2% | $10,885-99.0% |