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 | $126,471 | $198,466-36.3% | $170,442-25.8% | $147,584-14.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.11% | 257.29%-242.2pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $6,084 | $6,184-1.6% | $5,433+12.0% | $4,876+24.8% |
| Participant deferral / active EE | $3,349 | $5,629-40.5% | $4,939-32.2% | $5,439-38.4% |
| Admin fee / account holder | $274 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |