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 | $144,824 | $198,466-27.0% | $170,442-15.0% | $147,584-1.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.80% | 257.29%-246.5pp | 205.93%-195.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $4,729 | $6,184-23.5% | $5,433-13.0% | $4,876-3.0% |
| Participant deferral / active EE | $5,613 | $5,629-0.3% | $4,939+13.6% | $5,439+3.2% |
| Admin fee / account holder | $4 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |