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 | $82,725 | $172,478-52.0% | $145,661-43.2% | $142,382-41.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 18.87% | 151.09%-132.2pp | 101.46%-82.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,606 | $4,899-26.4% | $4,238-14.9% | $4,299-16.1% |
| Participant deferral / active EE | $8,521 | $8,348+2.1% | $7,198+18.4% | $6,507+31.0% |
| Admin fee / account holder | $151 | $16,864-99.1% | $12,466-98.8% | $12,624-98.8% |