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 | $36,569 | $217,402-83.2% | $185,823-80.3% | $167,490-78.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.54% | 148.36%-134.8pp | 122.05%-108.5pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,430 | $5,873-41.6% | $5,167-33.6% | $4,837-29.1% |
| Participant deferral / active EE | $3,430 | $6,356-46.0% | $5,568-38.4% | $6,341-45.9% |
| Admin fee / account holder | $197 | $19,811-99.0% | $16,237-98.8% | $12,309-98.4% |