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 | $79,148 | $202,432-60.9% | $169,368-53.3% | $139,434-43.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.32% | 531.74%-517.4pp | 405.60%-391.3pp | 372.94%-358.6pp |
| Employer contribution / active EE | $4,496 | $4,692-4.2% | $4,013+12.0% | $4,751-5.4% |
| Participant deferral / active EE | $16,380 | $6,938+136.1% | $6,221+163.3% | $6,710+144.1% |
| Admin fee / account holder | $221 | $10,708-97.9% | $9,003-97.5% | $11,403-98.1% |