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 | $116,146 | $198,466-41.5% | $170,442-31.9% | $147,584-21.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.53% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,434 | $6,184-60.6% | $5,433-55.2% | $4,876-50.1% |
| Participant deferral / active EE | $6,300 | $5,629+11.9% | $4,939+27.5% | $5,439+15.8% |
| Admin fee / account holder | $118 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |