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 | $113,963 | $176,056-35.3% | $159,436-28.5% | $167,490-32.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.47% | 331.75%-310.3pp | 263.57%-242.1pp | 478.56%-457.1pp |
| Employer contribution / active EE | $2,104 | $5,297-60.3% | $4,829-56.4% | $4,837-56.5% |
| Participant deferral / active EE | $16,455 | $7,750+112.3% | $7,352+123.8% | $6,341+159.5% |
| Admin fee / account holder | $63 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |