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 | $122,819 | $111,535+10.1% | $105,223+16.7% | $137,256-10.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 53.09% | 237.85%-184.8pp | 180.65%-127.6pp | 220.34%-167.2pp |
| Employer contribution / active EE | $1,446 | $3,939-63.3% | $3,689-60.8% | $4,156-65.2% |
| Participant deferral / active EE | $5,713 | $5,500+3.9% | $5,072+12.6% | $6,407-10.8% |
| Admin fee / account holder | $128 | $9,721-98.7% | $8,859-98.6% | $12,270-99.0% |