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 | $69,983 | $202,318-65.4% | $172,739-59.5% | $152,861-54.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.80% | 1029.65%-1007.9pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $6,569 | $5,856+12.2% | $5,143+27.7% | $4,762+37.9% |
| Participant deferral / active EE | $7,299 | $5,948+22.7% | $5,198+40.4% | $5,850+24.8% |
| Admin fee / account holder | $106 | $17,109-99.4% | $13,954-99.2% | $11,596-99.1% |