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 | $71,441 | $217,402-67.1% | $185,823-61.6% | $167,490-57.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.86% | 148.36%-138.5pp | 122.05%-112.2pp | 478.56%-468.7pp |
| Employer contribution / active EE | $2,366 | $5,873-59.7% | $5,167-54.2% | $4,837-51.1% |
| Participant deferral / active EE | $5,628 | $6,356-11.5% | $5,568+1.1% | $6,341-11.2% |
| Admin fee / account holder | $113 | $19,811-99.4% | $16,237-99.3% | $12,309-99.1% |