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 | $132,598 | $209,411-36.7% | $178,490-25.7% | $158,922-16.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.77% | 188.75%-166.0pp | 151.07%-128.3pp | 302.83%-280.1pp |
| Employer contribution / active EE | $7,519 | $5,706+31.8% | $5,011+50.1% | $4,761+57.9% |
| Participant deferral / active EE | $4,797 | $5,954-19.4% | $5,202-7.8% | $5,982-19.8% |
| Admin fee / account holder | $168 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |