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 | $141,807 | $198,466-28.5% | $170,442-16.8% | $147,584-3.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.75% | 257.29%-236.5pp | 205.93%-185.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $6,194 | $6,184+0.2% | $5,433+14.0% | $4,876+27.0% |
| Participant deferral / active EE | $4,273 | $5,629-24.1% | $4,939-13.5% | $5,439-21.4% |
| Admin fee / account holder | $257 | $16,852-98.5% | $13,880-98.1% | $10,885-97.6% |