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 | $103,715 | $198,466-47.7% | $170,442-39.1% | $147,584-29.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 30.59% | 257.29%-226.7pp | 205.93%-175.3pp | 578.55%-548.0pp |
| Employer contribution / active EE | $3,470 | $6,184-43.9% | $5,433-36.1% | $4,876-28.8% |
| Participant deferral / active EE | $6,745 | $5,629+19.8% | $4,939+36.6% | $5,439+24.0% |
| Admin fee / account holder | $50 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |